diff --git a/data/midday_context.json b/data/midday_context.json
index ab95351..49bd42f 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,10 +1,18 @@
 {
-  "date": "2026-07-07",
+  "date": "2026-07-08",
   "generated_at": "11:20:16",
-  "lunch_trade_allowed": true,
-  "position_size_multiplier": 0.7,
-  "hot_sectors": ["반도체", "건설업", "화학"],
-  "avoid_sectors": ["전기전자", "금융업", "의약품", "전기가스업"],
+  "lunch_trade_allowed": false,
+  "position_size_multiplier": 1.0,
+  "hot_sectors": [
+    "2차전지"
+  ],
+  "avoid_sectors": [
+    "전기전자",
+    "철강금속",
+    "의약품",
+    "건설업",
+    "통신업"
+  ],
   "strategy_note": "",
-  "reason": "오전2승·KOSPI-5.38%급락·인버스ETF1위·건설반도체강세유지"
-}
+  "reason": "KOSPI-1.68%·全업종하락·인버스ETF1위·오전예측빗나감·점심차단유지"
+}
\ No newline at end of file