[2026-06-24] 장전 분석 — 전일 KOSPI 폭락 후 기술반등, SOX -7.87% 반도체 글로벌 충격 잔존

This commit is contained in:
whdwo
2026-06-24 09:41:54 +09:00
parent 9d53151f4a
commit 17767df52b
+20 -20
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@@ -1,26 +1,26 @@
{ {
"date": "2026-06-23", "date": "2026-06-24",
"generated_at": "08:15:30", "generated_at": "09:41:00",
"trade_allowed": true, "trade_allowed": true,
"market_sentiment": "중립", "market_sentiment": "중립",
"sentiment_score": 51, "sentiment_score": 44,
"domestic_score": 55, "domestic_score": 62,
"global_context": { "global_context": {
"nasdaq_change": -1.32, "nasdaq_change": -2.21,
"sp500_change": -0.37, "sp500_change": -1.44,
"dow_change": 0.29, "dow_change": -0.09,
"sox_change": 2.04, "sox_change": -7.87,
"usdkrw_change": 0.3, "usdkrw_change": -0.22,
"wti_change": -3.3, "wti_change": -2.62,
"us10y": 4.51, "us10y": 4.49,
"global_score": 46, "global_score": 18,
"global_risk": "보통" "global_risk": "높음"
}, },
"risk_level": "보통", "risk_level": "높음",
"hot_sectors": ["반도체", "방산", "조선"], "hot_sectors": ["철강금속", "금융업", "기계"],
"avoid_sectors": ["정유화학", "AI플랫폼빅테크"], "avoid_sectors": ["반도체", "건설업", "유통업"],
"boosted_tickers": [], "boosted_tickers": ["005930"],
"blacklist_tickers": [], "blacklist_tickers": ["026940"],
"position_size_multiplier": 0.9, "position_size_multiplier": 0.7,
"reason": "SOX +2%·SK하이닉스 300만원 반도체 강세, 달러강세·나스닥 -1.3% 중립" "reason": "전일 KOSPI 폭락 후 기술반등, SOX -7.87% 글로벌 반도체 약세 잔존"
} }