[키움 미국전략/주식 김승혁]

🌏US Daily (7/9) (7/8 종가기준) - 주요 지수 수익률 S&P500 7,482.71 / -0.28% NASDAQ 종합 25,870.65 / 0.20% 다우산업 52,348.39 / -1.09% 러셀2000 2,956.39 / -0.88% 필라델피아 반도체 12,574.97 / 2.23% - 섹터별 수익률 High 3: 반도체 및 장비 (2.87%), 하드웨어 (1.52%), 에너지 (1.45%) Low 3: 내구소비재/의류 (-3.06%), 가정용품 (-2.77%), 은행 (-2.57%) - 세부 업종별 수익률 반도체 및 장비 2.87% 하드웨어 1.52% 에너지 1.45% 식료품 1.15% 통신 -0.67% 유틸리티 -0.73% 음식료 및 담배 -0.78% 운송 -0.82% 보험 -0.82% 헬스케어 -1.04% 자본재 -1.11% 유통 -1.18% 상업 및 전문서비스 -1.36% 엔터/미디어 -1.46% 제약 -1.47% 소프트웨어 -1.56% 부동산 -1.58% 금융 -1.85% 자동차 및 부품 -1.97% 호텔/레저 -2.13% 소재 -2.49% 은행 -2.57% 가정용품 -2.77% - 종목별 수익률 High 3: AKAM (10.67%), ANET (8.76%), SMCI (7.31%) Low 3: SYF (-9.61%), MRNA (-7.48%), SW (-6.49%) - 팩터별 수익률 Momentum 0.77% Growth 0.15% Quality -0.08% High Dividend -1.22% Low Votality -1.36% Enhanced value -0.87% Value -0.80% High Beta -0.16% - 주요 뉴스 ▶ US military says it is carrying out fresh strikes on Iran, after Trump says accord is 'over' https://www.reuters.com/world/middle-east/iran-targets-sites-bahrain-kuwait-after-wave-us-strikes-2026-07-08/ ▶ Apple to spend $30 billion on Broadcom chips as it boosts US sourcing https://www.reuters.com/business/apple-spend-30-billion-broadcom-chips-deal-that-will-see-colorado-factory-expand-2026-07-08/ ▶ Oil rises more than a dollar per barrel as US launches fresh strikes against Iran https://www.reuters.com/business/energy/oil-rises-more-than-dollar-per-barrel-us-launches-fresh-strikes-against-iran-2026-07-08/ ▶ US coffee industry asks Trump to keep tariff exemption on Brazil beans https://www.reuters.com/world/americas/us-coffee-industry-asks-trump-keep-tariff-exemption-brazil-beans-2026-07-08/ ▶ Companies must address self-driving car interference with emergency vehicles, U.S. says https://www.reuters.com/world/us/companies-must-address-self-driving-car-interference-with-emergency-vehicles-us-2026-07-08/ ▶ Honeywell Technologies raises profit guidance after one-for-two reverse stock split https://www.reuters.com/business/aerospace-defense/honeywell-technologies-raises-profit-guidance-after-one-for-two-reverse-stock-2026-07-08/ ▶ Meta to build C$13 billion Alberta data center, its first in Canada https://www.reuters.com/world/americas/meta-build-c13-billion-alberta-data-center-its-first-canada-2026-07-08/ ▶ SK Hynix to close $28 billion ADR bookbuild on Wednesday after oversubscription, source says https://www.reuters.com/legal/transactional/sk-hynix-close-28-billion-adr-bookbuild-wednesday-after-oversubscription-source-2026-07-08/