[2026-06-25] 장전 분석 — 마이크론 서프라이즈 반도체 강세, 유가급락 항공 수혜

data/daily_context.json

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