[2026-06-30] 장전 분석 — SOX+3.83%·나스닥+2.07%·미이란 긴장완화, 반도체·AI 강세 반등 예상

data/daily_context.json

@@ -1,26 +1,26 @@
 {
-  "date": "2026-06-29",
-  "generated_at": "08:56:00",
+  "date": "2026-06-30",
+  "generated_at": "08:15:29",
   "trade_allowed": true,
-  "market_sentiment": "약세",
-  "sentiment_score": 44,
-  "domestic_score": 52,
+  "market_sentiment": "강세",
+  "sentiment_score": 68,
+  "domestic_score": 65,
   "global_context": {
-    "nasdaq_change": -0.24,
-    "sp500_change": -0.05,
-    "dow_change": -0.09,
-    "sox_change": -5.29,
-    "usdkrw_change": -0.74,
-    "wti_change": 0.81,
+    "nasdaq_change": 2.07,
+    "sp500_change": 1.18,
+    "dow_change": 0.59,
+    "sox_change": 3.83,
+    "usdkrw_change": null,
+    "wti_change": 2.0,
     "us10y": 4.37,
-    "global_score": 33,
-    "global_risk": "높음"
+    "global_score": 73,
+    "global_risk": "낮음"
   },
-  "risk_level": "높음",
-  "hot_sectors": ["건설", "로봇"],
-  "avoid_sectors": ["반도체", "AI"],
+  "risk_level": "낮음",
+  "hot_sectors": ["반도체", "AI데이터센터", "전력인프라", "로봇"],
+  "avoid_sectors": ["항공", "내수소비"],
   "boosted_tickers": [],
-  "blacklist_tickers": ["222160", "065170", "091590", "024840"],
-  "position_size_multiplier": 0.7,
-  "reason": "SOX -5.29% 반도체 급락·인버스 폭증, 이재용 1000조 투자 기대감"
+  "blacklist_tickers": [],
+  "position_size_multiplier": 1.0,
+  "reason": "SOX+3.83%·나스닥+2.07%·미이란 긴장완화→반도체·AI 강세 반등 예상"
 }