[키움 미국전략/주식 김승혁]

🌏US Daily (7/8) (7/7 종가기준) - 주요 지수 수익률 S&P500 7,503.85 / -0.45% NASDAQ 종합 25,818.69 / -1.16% 다우산업 52,925.15 / -0.25% 러셀2000 2,982.49 / -0.90% 필라델피아 반도체 12,300.52 / -4.65% - 섹터별 수익률 High 3: 에너지 (3.02%), 상업 및 전문서비스 (2.36%), 가정용품 (1.91%) Low 3: 자동차 및 부품 (-3.82%), 자본재 (-2.45%), 반도체 및 장비 (-2.44%) - 세부 업종별 수익률 에너지 3.02% 상업 및 전문서비스 2.36% 가정용품 1.91% 제약 1.75% 통신 1.48% 부동산 1.44% 헬스케어 1.19% 음식료 및 담배 1.18% 보험 1.08% 유틸리티 0.91% 호텔/레저 0.67% 엔터/미디어 0.54% 유통 0.51% 식료품 0.32% 소프트웨어 0.21% 운송 0.11% 은행 -0.08% 내구소비재/의류 -0.15% 금융 -0.50% 소재 -0.98% 하드웨어 -1.71% 반도체 및 장비 -2.44% 자본재 -2.45% - 종목별 수익률 High 3: CTSH (6.21%), OXY (5.88%), CBOE (5.53%) Low 3: INTC (-9.66%), TER (-9.59%), GNRC (-8.54%) - 팩터별 수익률 Momentum -2.29% Growth -0.76% Quality -2.03% High Dividend 0.95% Low Votality 1.00% Enhanced value 0.47% Value -0.07% High Beta -2.90% - 주요 뉴스 ▶ US launches new strikes on Iran after reinstating oil sanctions over shipping attacks https://www.reuters.com/world/middle-east/ship-hit-hormuz-millions-march-ayatollah-iran-says-no-talks-unless-trump-halts-2026-07-07/ ▶ FCC denies US firm with Chinese links approval to provide telecom services https://www.reuters.com/business/media-telecom/fcc-denies-us-firm-with-chinese-links-approval-provide-telecom-services-2026-07-07/ ▶ US reinstates sanctions on Iranian oil sales after LNG, oil tanker attacks https://www.reuters.com/business/energy/us-revoking-license-that-authorized-iranian-oil-sales-official-says-2026-07-07/ ▶ Meta expands generative AI tools with Muse Image rollout https://www.reuters.com/technology/meta-expands-generative-ai-tools-with-muse-image-rollout-2026-07-07/ ▶ MasTec to acquire electrical contractor Superior Group in $1.65 billion deal https://www.reuters.com/legal/transactional/mastec-acquire-electrical-contractor-superior-group-165-billion-deal-2026-07-07/ ▶ US May trade deficit widens as capital goods imports hit record high https://www.reuters.com/business/us-trade-deficit-widens-sharply-may-capital-goods-imports-hit-record-high-2026-07-07/ ▶ Amazon aims to raise $25 billion from bond sale, source says https://www.reuters.com/legal/transactional/amazon-aims-raise-25-billion-bond-sale-bloomberg-news-reports-2026-07-07/ ▶ Perplexity says it plans to use Nvidia's new CPU https://www.reuters.com/business/perplexity-says-it-plans-use-nvidias-new-cpu-2026-07-07/