7월 20일 · 장전 브리핑
장전 브리핑
Pre-Market Briefing for July 20, 2026
#이란 공습 장기화#브렌트유 90달러#넷플릭스 52주 최저#반도체 장비주 약세#도미노즈 실적
미국 주가지수 선물은 소폭 상승세로 출발했습니다. 다만 미군의 이란 공습이 9일째 이어지고 브렌트유가 배럴당 90달러를 넘어서면서, 오늘 시장의 방향은 유가가 쥐고 있습니다. 금요일 급락한 기술주가 되돌림에 성공할지, 그리고 장 시작 전 도미노즈 피자 실적이 소비 체력에 어떤 단서를 줄지 아래에서 확인하시기 바랍니다.
📊 선물 시장
▲ S&P500 선물
+0.13%
▲ 나스닥100 선물
+0.43%
▲ 다우 선물
+0.02%
🗓️ 오늘의 캘린더
📝 최근 실적 리뷰
케어덱스($CDNA) 2026년 2분기 실적 분석 — 매출·조정 주당순이익 모두 상회, 연간 가이던스 대폭 상향
비제이즈 레스토랑($BJRI) 2026년 2분기 실적 분석 — 매출·조정 주당순이익 예상 상회, 연간 전망 상향에도 시간외 약세
에이타르그룹($ATR) 2026년 2분기 실적 분석 — 조정 주당순이익·매출 모두 예상 상회, 3분기 가이던스 제시
코히($COHU) 2026년 2분기 실적 분석 — 매출·조정 주당이익 예상 상회, 가이던스 호조에 시간외 강세
DXC 테크놀로지($DXC) 2027 회계연도 1분기 실적 분석 — 조정 주당이익 예상 하회·연간 전망 유지 속 시간외 약세Previous Day Recap
On Friday, all three major New York indices closed lower. The S&P 500 fell 1.01% to 7,457.69, the Nasdaq dropped 1.40% to 25,520.24, and the Dow slipped 0.77% to 52,146.42. Netflix plunged 7.39% and Applied Materials fell 5.57%, dragging down the communications and technology sectors, while energy was the lone gainer at 1.16%, supported by strength in international crude prices. The volatility index jumped 12.19% to 18.77, signaling a sharper rise in risk aversion.
Current Market Mood
U.S. stock index futures opened slightly higher. Nasdaq futures led the way at 0.43%, in an apparent attempt to recover from Friday's steep tech sell-off. However, the gain is too modest to be read as a decisive risk-on move. The U.S. military's airstrikes on Iran are now in their ninth day, and Brent crude has climbed above $90 per barrel — both factors are weighing on sentiment. The biggest variable today is oil. If prices rise further from here, inflation pressure will build and rate expectations could be shaken again.
News Roundup Before the Open
Today's Events
▸ `DPZ — The market expects earnings per share of $4.17 and revenue of $1.18 billion. The key metric is U.S. same-store sales growth, with consensus at 0.0%. Expectations are already muted after the company missed on both revenue and EPS in the previous quarter.`
▸ `STLD — The company's own guidance is $3.51–$3.55 per share, while the market is pricing in $3.62, above company guidance. Revenue is projected at $5.46 billion, up 19.5% from a year earlier, and a $16 million asset write-down tied to the decision to relocate an aluminum recycling facility will be reflected in this quarter's results.`
▸ `ZION, WTFC — Two regional banks report on the same day. With rates holding at elevated levels, net interest margins and the credit quality of commercial real estate loans are the focal points.`
▸ `WRB — A property and casualty insurer; the swing factor is whether premium increases are keeping pace with rising loss ratios.`
▸ `AGNC — A REIT that invests in mortgage-backed securities. Rising Treasury yields pressure the value of its holdings, so watch the change in net asset value per share alongside the earnings.`
Ex-Dividend
Stocks in Focus
Netflix dropped 7.39% on Friday to close at $68.86. The Relative Strength Index — a momentum indicator that compares recent gains and losses on a scale from 0 to 100 — fell to 30.6, entering oversold territory, and the price broke below the lower Bollinger Band, a band drawn above and below the moving average to visualize the typical price range. With disappointment-driven selling concentrated in a single session, both a technical bounce and further downside are equally plausible.
ExxonMobil rose 0.97% to $147.36, breaking above the upper Bollinger Band. Its RSI at 59.4 has not yet reached overbought territory. However, the upside rests almost entirely on the oil price surge driven by Strait of Hormuz tensions, meaning that if oil cools off, a fast pullback is the natural risk.
Taiwan Semiconductor fell 2.77% to $398.37, slipping below the lower Bollinger Band. An RSI of 39.1 is just shy of oversold. The key question is whether the selling that began in semiconductor equipment stocks on Friday has now spread to the foundry — a foundry manufactures chips designed by other companies — bellwether.
Today's Action Guide
Stay calm out there, and have a good one.
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