[2026-06-22] 장전 분석 — SOX +6.42% 반도체 폭등·달러 약세(1,529원), 방산·해운 주목

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"
 }