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

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whdwo
2026-06-23 08:16:59 +09:00
parent 61f6fe910d
commit 3599d36d78
1 changed files with 19 additions and 19 deletions
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data/daily_context.json
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@@ -1,26 +1,26 @@
{ {
"date": "2026-06-22", "date": "2026-06-23",
"generated_at": "08:15:11", "generated_at": "08:15:30",
"trade_allowed": true, "trade_allowed": true,
"market_sentiment": "강세", "market_sentiment": "중립",
"sentiment_score": 75, "sentiment_score": 51,
"domestic_score": 70, "domestic_score": 55,
"global_context": { "global_context": {
"nasdaq_change": 1.91, "nasdaq_change": -1.32,
"sp500_change": 1.08, "sp500_change": -0.37,
"dow_change": 0.14, "dow_change": 0.29,
"sox_change": 6.42, "sox_change": 2.04,
"usdkrw_change": -0.55, "usdkrw_change": 0.3,
"wti_change": 1.33, "wti_change": -3.3,
"us10y": 4.45, "us10y": 4.51,
"global_score": 83, "global_score": 46,
"global_risk": "낮음" "global_risk": "보통"
}, },
"risk_level": "낮음", "risk_level": "보통",
"hot_sectors": ["반도체", "방산", "AI전기전자", "해운"], "hot_sectors": ["반도체", "방산", "조선"],
"avoid_sectors": ["항공", "전기가스업"], "avoid_sectors": ["정유화학", "AI플랫폼빅테크"],
"boosted_tickers": [], "boosted_tickers": [],
"blacklist_tickers": [], "blacklist_tickers": [],
"position_size_multiplier": 1.2, "position_size_multiplier": 0.9,
"reason": "SOX +6.42% 반도체 폭등·달러 약세, 방산·해운 주목" "reason": "SOX +2%·SK하이닉스 300만원 반도체 강세, 달러강세·나스닥 -1.3% 중립"
} }