diff --git a/data/daily_context.json b/data/daily_context.json index be4610f..2b77fa6 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,26 +1,26 @@ { - "date": "2026-06-19", - "generated_at": "08:15:30", + "date": "2026-06-22", + "generated_at": "08:15:11", "trade_allowed": true, "market_sentiment": "강세", - "sentiment_score": 70, - "domestic_score": 68, + "sentiment_score": 75, + "domestic_score": 70, "global_context": { "nasdaq_change": 1.91, "sp500_change": 1.08, "dow_change": 0.14, "sox_change": 6.42, - "usdkrw_change": 0.97, - "wti_change": -1.77, + "usdkrw_change": -0.55, + "wti_change": 1.33, "us10y": 4.45, - "global_score": 74, + "global_score": 83, "global_risk": "낮음" }, "risk_level": "낮음", - "hot_sectors": ["반도체", "조선", "방산"], - "avoid_sectors": ["항공"], + "hot_sectors": ["반도체", "방산", "AI전기전자", "해운"], + "avoid_sectors": ["항공", "전기가스업"], "boosted_tickers": [], "blacklist_tickers": [], - "position_size_multiplier": 1.1, - "reason": "SOX +6.42% 반도체 대폭등·코스피 9천피 개막, 달러 급등(1,540원) 부담" + "position_size_multiplier": 1.2, + "reason": "SOX +6.42% 반도체 폭등·달러 약세, 방산·해운 주목" }