diff --git a/data/daily_context.json b/data/daily_context.json index ff40c0b..b72fed6 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,26 +1,26 @@ { - "date": "2026-07-06", - "generated_at": "08:15:35", + "date": "2026-07-07", + "generated_at": "09:20:00", "trade_allowed": true, - "market_sentiment": "중립", - "sentiment_score": 43, - "domestic_score": 52, + "market_sentiment": "약세", + "sentiment_score": 47, + "domestic_score": 30, "global_context": { - "nasdaq_change": -0.8, - "sp500_change": 0.0, - "dow_change": 1.14, - "sox_change": -5.44, - "usdkrw_change": -0.85, - "wti_change": -0.45, - "us10y": 4.49, - "global_score": 29, - "global_risk": "높음" + "nasdaq_change": 1.12, + "sp500_change": 0.72, + "dow_change": 0.29, + "sox_change": 2.17, + "usdkrw_change": -0.09, + "wti_change": null, + "us10y": 4.48, + "global_score": 72, + "global_risk": "낮음" }, "risk_level": "높음", - "hot_sectors": ["방산", "금융", "정유", "바이오"], - "avoid_sectors": ["반도체", "AI장비"], + "hot_sectors": ["반도체", "건설업"], + "avoid_sectors": ["전기전자", "금융업", "의약품", "전기가스업"], "boosted_tickers": [], "blacklist_tickers": [], "position_size_multiplier": 0.7, - "reason": "SOX-5.44%반도체2연락·달러약세·삼전실적D-1·방산금융순환매" + "reason": "삼전역대최대실적불구급락·KOSPI-2.82%하락·인버스ETF1위·글로벌SOX+2.17%긍정" }