[키움 미국전략/주식 김승혁]

🌏US Daily (7/29) (7/28 종가기준) - 주요 지수 수익률 S&P500 7,428.78 / 0.21% NASDAQ 종합 24,876.91 / -0.22% 다우산업 52,747.32 / 1.03% 러셀2000 2,953.80 / 0.20% 필라델피아 반도체 11,035.68 / -4.49% - 섹터별 수익률 High 3: 내구소비재/의류 (2.99%), 음식료 및 담배 (2.94%), 헬스케어 (2.80%) Low 3: 반도체 및 장비 (-2.67%), 에너지 (-1.40%), 자본재 (-0.75%) - 세부 업종별 수익률 내구소비재/의류 2.99% 음식료 및 담배 2.94% 헬스케어 2.80% 보험 2.64% 호텔/레저 2.46% 상업 및 전문서비스 2.40% 통신 2.38% 제약 2.08% 소재 1.66% 엔터/미디어 1.57% 식료품 1.46% 소프트웨어 1.24% 금융 1.20% 유통 0.61% 가정용품 0.60% 은행 0.44% 부동산 0.26% 자동차 및 부품 -0.06% 운송 -0.36% 유틸리티 -0.36% 하드웨어 -0.67% 자본재 -0.75% 에너지 -1.40% - 종목별 수익률 High 3: IQV (13.94%), INCY (9.30%), SHW (8.25%) Low 3: SNDK (-14.25%), GLW (-12.10%), COHR (-10.31%) - 팩터별 수익률 Momentum -2.67% Growth -0.31% Quality -0.68% High Dividend 1.28% Low Votality 0.96% Enhanced value 1.71% Value 0.82% High Beta -1.60% - 주요 뉴스 ▶ Apple briefly tops $5 trillion market value for first time https://www.reuters.com/business/retail-consumer/apple-briefly-becomes-second-company-ever-notch-5-trillion-market-value-2026-07-28/ ▶ Oil prices fall 5% to two-week low after several days without US-Iran strikes https://www.reuters.com/business/energy/oil-prices-fall-1-investors-weigh-pause-us-strikes-iran-2026-07-28/ ▶ US goods trade deficit shrinks, is still expected to weigh on Q2 GDP growth https://www.reuters.com/business/us-goods-trade-deficit-contracts-less-than-expected-june-2026-07-28/ ▶ US consumer confidence eases in July https://www.reuters.com/business/us-consumer-confidence-eases-july-2026-07-28/ ▶ AT&T closes $23 billion deal to acquire spectrum from Echostar https://www.reuters.com/business/media-telecom/att-closes-23-billion-deal-acquire-spectrum-echostar-2026-07-28/ ▶ Trump administration bans new Chinese humanoid robots, to protect US AI buildout https://www.reuters.com/world/trump-administration-ban-new-chinese-robots-inverters-protecting-us-ai-buildout-2026-07-28/ ▶ US offers first funding for private ammonia project in Western Sahara https://www.reuters.com/world/africa/us-offers-first-funding-private-ammonia-project-western-sahara-2026-07-28/ ▶ OpenAI's rogue agent compromised a customer at a second tech firm, executive says https://www.reuters.com/business/openais-rogue-agent-compromised-an-account-second-tech-firm-sources-say-2026-07-28/