[키움 미국전략/주식 김승혁]

🌏US Daily (7/27) (7/24 종가기준) - 주요 지수 수익률 S&P500 7,411.98 / 0.05% NASDAQ 종합 24,975.82 / -0.64% 다우산업 51,947.25 / 0.46% 러셀2000 2,930.00 / -0.35% 필라델피아 반도체 11,818.89 / -4.25% - 섹터별 수익률 High 3: 통신 (4.93%), 부동산 (2.34%), 내구소비재/의류 (2.24%) Low 3: 반도체 및 장비 (-2.83%), 자동차 및 부품 (-1.54%), 운송 (-0.13%) - 세부 업종별 수익률 통신 4.93% 부동산 2.34% 내구소비재/의류 2.24% 보험 2.12% 상업 및 전문서비스 1.76% 호텔/레저 1.63% 소재 1.44% 하드웨어 1.25% 식료품 1.05% 음식료 및 담배 0.99% 헬스케어 0.95% 은행 0.79% 가정용품 0.69% 소프트웨어 0.62% 금융 0.61% 제약 0.48% 자본재 0.29% 에너지 0.25% 유틸리티 0.18% 유통 0.09% 엔터/미디어 0.01% 운송 -0.13% 자동차 및 부품 -1.54% - 종목별 수익률 High 3: IP (11.21%), SW (11.10%), SLB (11.01%) Low 3: SNDK (-10.79%), COHR (-9.84%), CHRW (-9.25%) - 팩터별 수익률 Momentum -2.22% Growth -0.63% Quality -0.33% High Dividend 1.31% Low Votality 1.10% Enhanced value 1.52% Value 0.85% High Beta -1.59% - 주요 뉴스 ▶ Oil slips more than 5% after US pauses strikes on Iran https://www.reuters.com/business/energy/oil-slips-more-than-5-after-us-pauses-strikes-iran-2026-07-26/ ▶ Samsung Electronics, SK Group seal $950 billion in deals with AI firms https://www.reuters.com/business/media-telecom/south-korea-president-lee-looking-open-new-era-ai-with-global-tech-companies-2026-07-25/ ▶ Samsung Electronics wins $200 billion Broadcom AI chip partnership https://www.reuters.com/business/autos-transportation/samsung-elec-wins-200-billion-broadcom-ai-chip-partnership-boosting-foundry-push-2026-07-25/ ▶ Australia to raise concerns over new tariffs with Trump, PM Albanese says https://www.reuters.com/world/asia-pacific/australia-raise-concerns-over-new-tariffs-with-trump-pm-albanese-says-2026-07-26/ ▶ India to keep engaging with US on trade deal after new tariff measures https://www.reuters.com/world/india/india-keep-engaging-with-us-trade-deal-after-new-tariff-measures-2026-07-25/ ▶ Nvidia, Microsoft and other tech giants back open-source AI models https://www.reuters.com/world/asia-pacific/nvidia-microsoft-other-tech-giants-back-open-source-ai-models-2026-07-24/ ▶ Verizon lifts annual forecasts, signs $1 billion fiber deal with Google https://www.reuters.com/business/media-telecom/verizon-lifts-annual-forecasts-new-mobile-plans-spur-subscriber-gains-2026-07-24/ ▶ Defense tech company Anduril in talks to raise funding at about $100 billion valuation https://www.reuters.com/business/aerospace-defense/defense-tech-company-anduril-talks-raise-funding-about-100-billion-valuation-2026-07-24/