From 054754ad34e398d46d1ed9a1dce80b3e3f9c5efc Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Thu, 2 Jul 2026 11:21:26 +0900
Subject: [PATCH] =?UTF-8?q?[2026-07-02]=20=EC=9E=A5=EC=A4=91=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20KOSPI-2.8%=C2=B7=EC=9D=B8=EB=B2=84?=
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---
 data/midday_context.json | 27 +++++++++------------------
 1 file changed, 9 insertions(+), 18 deletions(-)

diff --git a/data/midday_context.json b/data/midday_context.json
index dec3f6f..d5363df 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,19 +1,10 @@
 {
-  "date": "2026-07-01",
-  "generated_at": "11:20:19",
-  "lunch_trade_allowed": true,
-  "position_size_multiplier": 0.7,
-  "hot_sectors": [
-    "전기전자",
-    "반도체",
-    "화학"
-  ],
-  "avoid_sectors": [
-    "철강금속",
-    "금융업",
-    "유통업",
-    "운수창고"
-  ],
-  "strategy_note": "인버스 폭증 국면 — 진입 기준 강화, 전기전자·반도체 선별적 접근만",
-  "reason": "KOSPI-3.19%·인버스폭증, 전기전자+4.13%·반도체+1.58% 실강세, 점심배율x0.7"
-}
\ No newline at end of file
+  "date": "2026-07-02",
+  "generated_at": "11:20:17",
+  "lunch_trade_allowed": false,
+  "position_size_multiplier": 0.5,
+  "hot_sectors": ["건설업", "기계"],
+  "avoid_sectors": ["금융업", "전기가스업", "반도체장비"],
+  "strategy_note": "",
+  "reason": "KOSPI-2.8%·인버스폭등·금융급락, 건설·기계만 강세, 점심중단"
+}