[키움 미국전략/주식 김승혁]

🌏US Daily (7/21) (7/20 종가기준) - 주요 지수 수익률 S&P500 7,443.28 / -0.19% NASDAQ 종합 25,508.07 / -0.05% 다우산업 51,839.26 / -0.59% 러셀2000 2,942.43 / -0.67% 필라델피아 반도체 11,743.85 / 0.60% - 섹터별 수익률 High 3: 소프트웨어 (0.97%), 엔터/미디어 (0.77%), 반도체 및 장비 (0.66%) Low 3: 자동차 및 부품 (-2.73%), 제약 (-1.66%), 하드웨어 (-1.44%) - 세부 업종별 수익률 소프트웨어 0.97% 엔터/미디어 0.77% 반도체 및 장비 0.66% 에너지 0.55% 유통 0.49% 통신 0.40% 보험 0.05% 음식료 및 담배 -0.17% 헬스케어 -0.22% 금융 -0.23% 상업 및 전문서비스 -0.23% 호텔/레저 -0.35% 부동산 -0.41% 가정용품 -0.43% 유틸리티 -0.53% 자본재 -0.72% 은행 -0.93% 소재 -0.94% 식료품 -1.04% 운송 -1.31% 내구소비재/의류 -1.37% 하드웨어 -1.44% 제약 -1.66% - 종목별 수익률 High 3: GPN (5.85%), LITE (4.47%), TER (3.54%) Low 3: CVNA (-4.75%), HONA (-4.33%), ORCL (-3.98%) - 팩터별 수익률 Momentum 0.40% Growth 0.22% Quality -0.30% High Dividend -0.50% Low Votality -0.42% Enhanced value -0.25% Value -0.67% High Beta -0.22% - 주요 뉴스 ▶ US imposes new 50% tariffs on some Canadian products https://www.reuters.com/business/us-imposes-new-50-tariffs-canadian-products-2026-07-20/ ▶ Google plans new chip to run Gemini models more efficiently, the Information reports https://www.reuters.com/business/google-plans-new-chip-run-gemini-models-more-efficiently-information-reports-2026-07-20/ ▶ Chevron shuts in US Gulf platform in preparation for developing tropical storm https://www.reuters.com/business/energy/chevron-shuts-us-gulf-platform-preparation-developing-tropical-storm-2026-07-20/ ▶ Trump orders tightening of defense supply-chain waiver rules https://www.reuters.com/legal/government/trump-orders-tightening-defense-supply-chain-waiver-rules-2026-07-20/ ▶ Hut 8 signs $9.8 billion AI data center lease, fully commercializes Texas campus https://www.reuters.com/technology/hut-8-signs-98-billion-ai-data-center-lease-fully-commercializes-texas-campus-2026-07-20/ ▶ NY Fed survey finds highest credit application rate in nearly five years https://www.reuters.com/business/ny-fed-survey-finds-highest-credit-application-rate-nearly-five-years-2026-07-20/ ▶ Tempus to buy cancer test maker Personalis for $1.5 billion https://www.reuters.com/business/healthcare-pharmaceuticals/tempus-acquire-personalis-15-billion-2026-07-20/ ▶ Archer, Anduril unveil autonomous aircraft platform for defense, commercial markets https://www.reuters.com/business/aerospace-defense/archer-anduril-unveil-autonomous-aircraft-platform-defense-commercial-markets-2026-07-20/