From 0ee369bf06eef9620d42a946b4db784a4be3cfe4 Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Thu, 25 Jun 2026 08:17:17 +0900
Subject: [PATCH] =?UTF-8?q?[2026-06-25]=20=EC=9E=A5=EC=A0=84=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20=EB=A7=88=EC=9D=B4=ED=81=AC=EB=A1=A0=20?=
 =?UTF-8?q?=EC=84=9C=ED=94=84=EB=9D=BC=EC=9D=B4=EC=A6=88=20=EB=B0=98?=
 =?UTF-8?q?=EB=8F=84=EC=B2=B4=20=EA=B0=95=EC=84=B8,=20=EC=9C=A0=EA=B0=80?=
 =?UTF-8?q?=EA=B8=89=EB=9D=BD=20=ED=95=AD=EA=B3=B5=20=EC=88=98=ED=98=9C?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 data/daily_context.json | 42 ++++++++++++++++++++---------------------
 1 file changed, 21 insertions(+), 21 deletions(-)

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"
 }