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

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"
 }