diff --git a/data/daily_context.json b/data/daily_context.json index 89ce56b..0de891c 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,26 +1,26 @@ { - "date": "2026-06-24", - "generated_at": "09:44:00", + "date": "2026-06-25", + "generated_at": "08:15:10", "trade_allowed": true, - "market_sentiment": "중립", - "sentiment_score": 44, - "domestic_score": 62, + "market_sentiment": "강세", + "sentiment_score": 62, + "domestic_score": 68, "global_context": { - "nasdaq_change": -2.21, - "sp500_change": -1.44, - "dow_change": -0.09, - "sox_change": -7.87, - "usdkrw_change": -0.22, - "wti_change": -2.66, - "us10y": 4.49, - "global_score": 18, - "global_risk": "높음" + "nasdaq_change": -0.43, + "sp500_change": -0.1, + "dow_change": 0.35, + "sox_change": -0.18, + "usdkrw_change": 0.29, + "wti_change": -4.48, + "us10y": 4.4, + "global_score": 52, + "global_risk": "보통" }, - "risk_level": "높음", - "hot_sectors": ["철강금속", "금융업", "기계"], - "avoid_sectors": ["반도체", "건설업", "유통업"], - "boosted_tickers": ["005930"], - "blacklist_tickers": ["026940"], - "position_size_multiplier": 0.7, - "reason": "전일 KOSPI 폭락 후 기술반등, SOX -7.87% 반도체 글로벌 충격 잔존" + "risk_level": "보통", + "hot_sectors": ["반도체", "원전", "항공", "2차전지"], + "avoid_sectors": ["정유", "물류"], + "boosted_tickers": [], + "blacklist_tickers": ["000120"], + "position_size_multiplier": 0.9, + "reason": "마이크론 어닝 서프라이즈 반도체 급등 전망, 유가급락 항공 수혜" }