[키움 미국전략/주식 김승혁]

🌏US Daily (7/22) (7/21 종가기준) - 주요 지수 수익률 S&P500 7,509.20 / 0.89% NASDAQ 종합 25,837.21 / 1.29% 다우산업 52,224.64 / 0.74% 러셀2000 2,987.40 / 1.53% 필라델피아 반도체 12,356.16 / 5.21% - 섹터별 수익률 High 3: 반도체 및 장비 (4.18%), 자동차 및 부품 (2.63%), 하드웨어 (2.15%) Low 3: 상업 및 전문서비스 (-2.48%), 소프트웨어 (-1.14%), 식료품 (-1.09%) - 세부 업종별 수익률 반도체 및 장비 4.18% 자동차 및 부품 2.63% 하드웨어 2.15% 은행 1.56% 에너지 1.15% 자본재 0.71% 제약 0.70% 헬스케어 0.51% 소재 0.30% 통신 0.23% 운송 0.19% 부동산 0.07% 유틸리티 0.02% 호텔/레저 -0.32% 금융 -0.38% 내구소비재/의류 -0.49% 보험 -0.66% 유통 -0.69% 가정용품 -0.83% 엔터/미디어 -0.94% 음식료 및 담배 -1.02% 식료품 -1.09% 소프트웨어 -1.14% - 종목별 수익률 High 3: SNDK (14.27%), WDC (12.51%), MU (12.17%) Low 3: DHR (-10.99%), MSCI (-10.14%), TYL (-5.73%) - 팩터별 수익률 Momentum 3.68% Growth 1.29% Quality 1.41% High Dividend 0.31% Low Votality -0.48% Enhanced value 0.71% Value 0.41% High Beta 3.17% - 주요 뉴스 ▶ US, Mexico resume USMCA trade talks as Trump hits Canada with new tariffs https://www.reuters.com/world/china/us-mexico-resume-usmca-trade-talks-trump-hits-canada-with-new-tariffs-2026-07-21/ ▶ Coal sector urges Trump administration to provide financing for existing, new power plants https://www.reuters.com/legal/litigation/coal-sector-urges-trump-admin-provide-financing-existing-new-power-plants-2026-07-21/ ▶ Alphabet's Gemini delay, spending worries loom over earnings https://www.reuters.com/business/alphabets-gemini-delay-spending-worries-loom-over-earnings-2026-07-21/ ▶ Iraq's oil minister says US energy deals worth about $200 billion https://www.reuters.com/business/energy/iraqs-oil-minister-says-us-energy-deals-worth-about-200-billion-2026-07-21/ ▶ Novo sues Lilly, claiming misleading ads in weight-loss drug battle https://www.reuters.com/world/novo-nordisk-says-it-is-suing-eli-lilly-accusing-it-false-advertising-2026-07-21/ ▶ Tesla cash burn to test investor faith in AI bets https://www.reuters.com/business/autos-transportation/tesla-cash-burn-test-investor-faith-ai-bets-2026-07-21/ ▶ Asian refiners look to Suez Canal to move Saudi oil amid Houthi shipping threats https://www.reuters.com/world/middle-east/asian-refiners-look-suez-canal-move-saudi-oil-amid-houthi-shipping-threats-2026-07-21/ ▶ Microsoft to fund Mistral's European AI expansion in multibillion-dollar deal https://www.reuters.com/business/microsoft-fund-mistrals-european-ai-expansion-multibillion-dollar-deal-2026-07-21/