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[2026-07-02] 장전 분석 — SOX-6.27%·CPI3.2%·外人폭매도, 반도체 급락·거래중단

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whdwo
2026-07-02 08:17:18 +09:00
parent f4e99fe106
commit 1395b90a1a
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data/daily_context.json
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@@ -1,26 +1,26 @@
{ {
"date": "2026-07-01", "date": "2026-07-02",
"generated_at": "08:15:11", "generated_at": "08:15:29",
"trade_allowed": true, "trade_allowed": false,
"market_sentiment": "강세", "market_sentiment": "약세",
"sentiment_score": 70, "sentiment_score": 33,
"domestic_score": 65, "domestic_score": 38,
"global_context": { "global_context": {
"nasdaq_change": 1.52, "nasdaq_change": -0.66,
"sp500_change": 0.79, "sp500_change": -0.22,
"dow_change": 0.26, "dow_change": -0.03,
"sox_change": 3.92, "sox_change": -6.27,
"usdkrw_change": -0.50, "usdkrw_change": null,
"wti_change": -1.02, "wti_change": -2.17,
"us10y": 4.42, "us10y": 4.47,
"global_score": 78, "global_score": 25,
"global_risk": "낮음" "global_risk": "높음"
}, },
"risk_level": "낮음", "risk_level": "높음",
"hot_sectors": ["반도체", "전기전자", "전력·데이터센터"], "hot_sectors": ["방산", "화장품", "금융"],
"avoid_sectors": ["바이오·제약", "2차전지"], "avoid_sectors": ["반도체", "반도체장비", "석유화학"],
"boosted_tickers": [], "boosted_tickers": [],
"blacklist_tickers": ["000040"], "blacklist_tickers": ["000040"],
"position_size_multiplier": 1.2, "position_size_multiplier": 0.5,
"reason": "SOX+3.92%·미 증시 상반기 초강세·메모리 슈퍼사이클, 반도체·전자부품 집중" "reason": "SOX-6.27%·CPI3.2%·外人폭매도, 반도체 급락 전망"
} }