diff --git a/data/daily_context.json b/data/daily_context.json index 2b77fa6..b83ab43 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,26 +1,26 @@ { - "date": "2026-06-22", - "generated_at": "08:15:11", + "date": "2026-06-23", + "generated_at": "08:15:30", "trade_allowed": true, - "market_sentiment": "강세", - "sentiment_score": 75, - "domestic_score": 70, + "market_sentiment": "중립", + "sentiment_score": 51, + "domestic_score": 55, "global_context": { - "nasdaq_change": 1.91, - "sp500_change": 1.08, - "dow_change": 0.14, - "sox_change": 6.42, - "usdkrw_change": -0.55, - "wti_change": 1.33, - "us10y": 4.45, - "global_score": 83, - "global_risk": "낮음" + "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" }, - "risk_level": "낮음", - "hot_sectors": ["반도체", "방산", "AI전기전자", "해운"], - "avoid_sectors": ["항공", "전기가스업"], + "risk_level": "보통", + "hot_sectors": ["반도체", "방산", "조선"], + "avoid_sectors": ["정유화학", "AI플랫폼빅테크"], "boosted_tickers": [], "blacklist_tickers": [], - "position_size_multiplier": 1.2, - "reason": "SOX +6.42% 반도체 폭등·달러 약세, 방산·해운 주목" + "position_size_multiplier": 0.9, + "reason": "SOX +2%·SK하이닉스 300만원 반도체 강세, 달러강세·나스닥 -1.3% 중립" }