diff --git a/data/daily_context.json b/data/daily_context.json index b83ab43..dcf84bc 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,26 +1,26 @@ { - "date": "2026-06-23", - "generated_at": "08:15:30", + "date": "2026-06-24", + "generated_at": "09:41:00", "trade_allowed": true, "market_sentiment": "중립", - "sentiment_score": 51, - "domestic_score": 55, + "sentiment_score": 44, + "domestic_score": 62, "global_context": { - "nasdaq_change": -1.32, - "sp500_change": -0.37, - "dow_change": 0.29, - "sox_change": 2.04, - "usdkrw_change": 0.3, - "wti_change": -3.3, - "us10y": 4.51, - "global_score": 46, - "global_risk": "보통" + "nasdaq_change": -2.21, + "sp500_change": -1.44, + "dow_change": -0.09, + "sox_change": -7.87, + "usdkrw_change": -0.22, + "wti_change": -2.62, + "us10y": 4.49, + "global_score": 18, + "global_risk": "높음" }, - "risk_level": "보통", - "hot_sectors": ["반도체", "방산", "조선"], - "avoid_sectors": ["정유화학", "AI플랫폼빅테크"], - "boosted_tickers": [], - "blacklist_tickers": [], - "position_size_multiplier": 0.9, - "reason": "SOX +2%·SK하이닉스 300만원 반도체 강세, 달러강세·나스닥 -1.3% 중립" + "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% 글로벌 반도체 약세 잔존" }