[키움 미국전략/주식 김승혁]

🌏US Daily (6/29) (6/26 종가기준) - 주요 지수 수익률 S&P500 7,354.02 / -0.05% NASDAQ 종합 25,297.62 / -0.24% 다우산업 51,876.11 / -0.09% 러셀2000 3,010.08 / 0.07% 필라델피아 반도체 13,203.57 / -5.29% - 섹터별 수익률 High 3: 소프트웨어 (4.75%), 제약 (4.00%), 보험 (3.10%) Low 3: 반도체 및 장비 (-3.73%), 자본재 (-2.34%), 은행 (-1.24%) - 세부 업종별 수익률 소프트웨어 4.75% 제약 4.00% 보험 3.10% 상업 및 전문서비스 2.11% 유통 1.87% 헬스케어 1.65% 호텔/레저 1.52% 음식료 및 담배 1.45% 부동산 1.36% 통신 1.22% 자동차 및 부품 1.03% 유틸리티 0.84% 운송 0.67% 식료품 0.59% 금융 0.58% 가정용품 0.58% 내구소비재/의류 0.16% 소재 -0.28% 에너지 -0.41% 하드웨어 -0.48% 엔터/미디어 -0.73% 은행 -1.24% 자본재 -2.34% - 종목별 수익률 High 3: MRNA (12.59%), FDS (10.97%), NOW (9.85%) Low 3: ON (-23.66%), WDC (-13.17%), STX (-12.24%) - 팩터별 수익률 Momentum -3.26% Growth -0.33% Quality -1.73% High Dividend 0.98% Low Votality 1.23% Enhanced value 0.83% Value 0.30% High Beta -2.42% - 주요 뉴스 ▶ Oil climbs following renewed US, Iran strikes in Middle East https://www.reuters.com/business/energy/oil-climbs-following-renewed-us-iran-strikes-middle-east-2026-06-28/ ▶ Amazon shoppers spend more than $26 billion on Prime Day https://www.reuters.com/business/retail-consumer/amazon-prime-day-offers-glimpse-into-us-consumer-shoppers-navigate-with-pinched-2026-06-27/ ▶ US bans imports of more Chinese technology goods https://www.reuters.com/world/asia-pacific/us-launches-new-chinese-tech-crackdown-will-ban-some-imports-2026-06-26/ ▶ SpaceX set to join Nasdaq 100, paving way for wave of passive buying https://www.reuters.com/business/media-telecom/spacex-set-join-nasdaq-100-paving-way-wave-passive-buying-2026-06-27/ ▶ Trump threatens 100% tariff on any country that imposes digital services tax https://www.reuters.com/world/us/trump-threatens-100-tariff-any-country-that-imposes-digital-services-tax-2026-06-26/ ▶ Surge in imports drives US goods trade deficit to 14-month high in May https://www.reuters.com/business/us-goods-trade-deficit-widens-sharply-may-imports-2026-06-26/ ▶ Trump clean energy tax credit cutoff drives project rush as prices set to soar https://www.reuters.com/legal/litigation/trump-clean-energy-tax-credit-cutoff-drives-project-rush-prices-set-soar-2026-06-26/ ▶ US consumer sentiment improves in June, concerns of high cost of living remain https://www.reuters.com/business/us-consumer-sentiment-improves-june-concerns-high-cost-living-remain-2026-06-26/