[2026-06-23] 장전 분석 — SOX +2%·SK하이닉스 300만원 반도체 강세, 달러강세·나스닥 -1.3% 중립

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"
 }