[키움 미국전략/주식 김승혁]

🌏US Daily (7/7) (7/6 종가기준) - 주요 지수 수익률 S&P500 7,537.43 / 0.72% NASDAQ 종합 26,121.16 / 1.12% 다우산업 53,055.91 / 0.29% 러셀2000 3,009.54 / 0.45% 필라델피아 반도체 12,900.14 / 2.17% - 섹터별 수익률 High 3: 자동차 및 부품 (6.27%), 엔터/미디어 (1.81%), 하드웨어 (1.72%) Low 3: 제약 (-1.48%), 가정용품 (-1.31%), 유틸리티 (-1.06%) - 세부 업종별 수익률 자동차 및 부품 6.27% 엔터/미디어 1.81% 하드웨어 1.72% 반도체 및 장비 1.62% 은행 1.54% 자본재 1.37% 금융 0.84% 소프트웨어 0.30% 소재 -0.18% 유통 -0.24% 에너지 -0.26% 통신 -0.31% 내구소비재/의류 -0.52% 보험 -0.54% 헬스케어 -0.59% 식료품 -0.76% 운송 -0.80% 음식료 및 담배 -0.85% 부동산 -0.87% 상업 및 전문서비스 -0.91% 호텔/레저 -1.05% 유틸리티 -1.06% 가정용품 -1.31% - 종목별 수익률 High 3: ANET (8.31%), WDC (7.14%), TSLA (6.69%) Low 3: ORLY (-6.66%), AZO (-6.38%), ARE (-5.15%) - 팩터별 수익률 Momentum 1.35% Growth 1.11% Quality 0.64% High Dividend -0.75% Low Votality -0.79% Enhanced value -0.09% Value 0.27% High Beta 1.61% - 주요 뉴스 ▶ Vertex to buy Crinetics for $10 billion in rare-diseases push https://www.reuters.com/legal/transactional/vertex-buy-crinetics-10-billion-deal-2026-07-06/ ▶ US service sector growth dips in June; employment rebounds after months of contraction https://www.reuters.com/business/us-service-sector-growth-dips-june-employment-rebounds-after-months-contraction-2026-07-06/ ▶ Toyota to build $3.6 billion Texas plant, shift some truck production from Mexico https://www.reuters.com/business/autos-transportation/toyota-build-36-billion-texas-plant-shift-some-truck-production-mexico-2026-07-06/ ▶ Lockheed Martin to buy Ultra Maritime for $3.45 billion https://www.reuters.com/business/aerospace-defense/lockheed-martin-buy-ultra-maritime-345-billion-2026-07-06/ ▶ Waller says risks in US tilted towards high inflation https://www.reuters.com/business/waller-says-risks-us-tilted-towards-high-inflation-2026-07-06/ ▶ NY Fed says supply chain pressures eased in June https://www.reuters.com/markets/asia/ny-fed-says-supply-chain-pressures-eased-june-2026-07-06/ ▶ TeraWulf jumps on $19 billion data center lease deal with Anthropic https://www.reuters.com/business/terawulf-jumps-19-billion-data-center-lease-deal-with-anthropic-2026-07-06/ ▶ Micron, Ford sign semiconductor supply agreement for vehicles https://www.reuters.com/business/autos-transportation/micron-ford-sign-semiconductor-supply-agreement-vehicles-2026-07-06/