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[2026-07-02] 장중 분석 — KOSPI-2.8%·인버스폭등·금융급락, 건설·기계 강세, 점심진입중단

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whdwo
2026-07-02 11:21:26 +09:00
parent 1395b90a1a
commit 054754ad34
1 changed files with 9 additions and 18 deletions
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data/midday_context.json
+9 -18
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@@ -1,19 +1,10 @@
{ {
"date": "2026-07-01", "date": "2026-07-02",
"generated_at": "11:20:19", "generated_at": "11:20:17",
"lunch_trade_allowed": true, "lunch_trade_allowed": false,
"position_size_multiplier": 0.7, "position_size_multiplier": 0.5,
"hot_sectors": [ "hot_sectors": ["건설업", "기계"],
"전기전자", "avoid_sectors": ["금융업", "전기가스업", "반도체장비"],
"반도체", "strategy_note": "",
"화학" "reason": "KOSPI-2.8%·인버스폭등·금융급락, 건설·기계만 강세, 점심중단"
], }
"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"
}