7월 22일 · 장전 브리핑
장전 브리핑
Pre-Market Briefing for July 22, 2026
#알파벳·테슬라 실적#메모리 반도체 랠리#선물 약세#금리 인상 우려#관세 리스크
미국 증시 3대 지수 선물이 일제히 약세로 출발했습니다. 특히 나스닥100 선물이 0.7% 밀리며 기술주 중심으로 되돌림이 나타났는데, 오늘 밤 장 마감 후 실적을 내놓는 알파벳과 테슬라에 시장의 이목이 집중돼 있기 때문입니다. 대형 기술주 7곳을 묶어 부르는 매그니피센트 세븐의 첫 실적 발표가 어떤 신호를 줄지, 아래에서 하나씩 짚어 드립니다.
📊 선물 시장
▼ S&P500 선물
-0.30%
▼ 나스닥100 선물
-0.72%
▼ 다우 선물
-0.12%
🗓️ 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 Summary
The previous day, New York equities rose across all three major indexes, powered by strength in semiconductor stocks. The S&P 500 climbed 0.89%, the Nasdaq gained 1.29%, and the Dow added 0.74%, with the technology sector jumping 2.89% to lead the indexes higher. Strong earnings from Micron sparked a broad rally in memory semiconductor names, while the Volatility Index (VIX, a measure of market fear) dropped 8.7%, easing anxiety among investors.
Current Market Mood
U.S. index futures are currently pointing lower across all three majors. Nasdaq 100 futures are off 0.7%, dragging technology names into a pullback, while S&P 500 and Dow futures are also modestly in the red. The risk-on appetite revived by yesterday's semiconductor rally has shifted to a wait-and-see stance ahead of Alphabet and Tesla earnings after today's close. Compounding the cautious tone, international oil prices are climbing and new Brazilian tariffs have taken effect.
Pre-Market News Digest
Today's Events
PM — Sales growth in cigarettes and smoke-free nicotine products and the impact of currency moves are the points to watch.
GEV — The key question is how demand for power equipment tied to the spread of AI data centers is reflected in the order backlog and earnings outlook.
GOOGL — Consensus calls for EPS of $2.88 and revenue of $117.0 billion; the focus will be on growth at Google Cloud and Gemini and the profitability of large-scale AI investments.
TSLA — Deliveries hit an all-time high, but guidance EPS ranges widely from $0.27 to $0.74, making the impact of price cuts on margins the decisive factor.
IBM — After last week's pre-announcement, the spotlight is on whether the software and consulting segments are recovering and on the company's outlook.
Macro Calendar
Q3 Gross Domestic Product (GDP) Final Reading
The final confirmation of how much the U.S. economy grew during the quarter. A meaningful revision from the prior estimate could shift the view on the economy's trajectory, with implications for bond yields and the dollar.
CB Consumer Confidence Index
A Conference Board (CB) gauge of how consumers perceive the economy and the job market. A weaker consumer mood can weigh on consumer-related stocks.
Ex-Dividend
Stocks to Watch
ExxonMobil has broken above the upper Bollinger Band (a band that represents the typical range of price movement) and holds upward momentum with a Relative Strength Index (RSI, a 0-to-100 gauge of how overbought or oversold a stock is) at 66. With international crude prices staying firm, it could serve as a bellwether for energy-sector flows. IBM's Relative Strength Index has slid to 31, putting it in oversold territory, and with earnings due after today's close, the question is whether the stock can rebound following last week's pre-announcement. Oracle is also flashing an oversold signal with an RSI of 33, yet bounced 4.67% the previous day, making it worth watching whether dip-buying momentum continues.
Today's Action Guide
Stay measured today, and have a good day.
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