From 1395b90a1ab973c9083d1435d012132082e6367d Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Thu, 2 Jul 2026 08:17:18 +0900
Subject: [PATCH] =?UTF-8?q?[2026-07-02]=20=EC=9E=A5=EC=A0=84=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20SOX-6.27%=C2=B7CPI3.2%=C2=B7=E5=A4=96?=
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---
 data/daily_context.json | 40 ++++++++++++++++++++--------------------
 1 file changed, 20 insertions(+), 20 deletions(-)

diff --git a/data/daily_context.json b/data/daily_context.json
index 51bd4e3..156d88a 100644
--- a/data/daily_context.json
+++ b/data/daily_context.json
@@ -1,26 +1,26 @@
 {
-  "date": "2026-07-01",
-  "generated_at": "08:15:11",
-  "trade_allowed": true,
-  "market_sentiment": "강세",
-  "sentiment_score": 70,
-  "domestic_score": 65,
+  "date": "2026-07-02",
+  "generated_at": "08:15:29",
+  "trade_allowed": false,
+  "market_sentiment": "약세",
+  "sentiment_score": 33,
+  "domestic_score": 38,
   "global_context": {
-    "nasdaq_change": 1.52,
-    "sp500_change": 0.79,
-    "dow_change": 0.26,
-    "sox_change": 3.92,
-    "usdkrw_change": -0.50,
-    "wti_change": -1.02,
-    "us10y": 4.42,
-    "global_score": 78,
-    "global_risk": "낮음"
+    "nasdaq_change": -0.66,
+    "sp500_change": -0.22,
+    "dow_change": -0.03,
+    "sox_change": -6.27,
+    "usdkrw_change": null,
+    "wti_change": -2.17,
+    "us10y": 4.47,
+    "global_score": 25,
+    "global_risk": "높음"
   },
-  "risk_level": "낮음",
-  "hot_sectors": ["반도체", "전기전자", "전력·데이터센터"],
-  "avoid_sectors": ["바이오·제약", "2차전지"],
+  "risk_level": "높음",
+  "hot_sectors": ["방산", "화장품", "금융"],
+  "avoid_sectors": ["반도체", "반도체장비", "석유화학"],
   "boosted_tickers": [],
   "blacklist_tickers": ["000040"],
-  "position_size_multiplier": 1.2,
-  "reason": "SOX+3.92%·미 증시 상반기 초강세·메모리 슈퍼사이클, 반도체·전자부품 집중"
+  "position_size_multiplier": 0.5,
+  "reason": "SOX-6.27%·CPI3.2%·外人폭매도, 반도체 급락 전망"
 }