From 1f2676ba02f64b919fdbad22b52d89dd0de6c8a0 Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Wed, 8 Jul 2026 11:21:29 +0900
Subject: [PATCH] =?UTF-8?q?[2026-07-08]=20=EC=9E=A5=EC=A4=91=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20KOSPI-1.68%=C2=B7=E5=85=A8=EC=97=85?=
 =?UTF-8?q?=EC=A2=85=ED=95=98=EB=9D=BD=C2=B7=EC=9D=B8=EB=B2=84=EC=8A=A4ETF?=
 =?UTF-8?q?1=EC=9C=84=C2=B7=EC=98=A4=EC=A0=84=EC=98=88=EC=B8=A1=EB=B9=97?=
 =?UTF-8?q?=EB=82=98=EA=B0=90=C2=B7=EC=A0=90=EC=8B=AC=EC=B0=A8=EB=8B=A8?=
 =?UTF-8?q?=EC=9C=A0=EC=A7=80?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 data/midday_context.json | 22 +++++++++++++++-------
 1 file changed, 15 insertions(+), 7 deletions(-)

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