[2026-07-01] 장전 분석 — SOX+3.92%·미 증시 상반기 초강세·메모리 슈퍼사이클, 반도체·전자부품 집중

data/daily_context.json

@@ -1,26 +1,26 @@
 {
-  "date": "2026-06-30",
-  "generated_at": "08:15:29",
+  "date": "2026-07-01",
+  "generated_at": "08:15:11",
   "trade_allowed": true,
   "market_sentiment": "강세",
-  "sentiment_score": 68,
+  "sentiment_score": 70,
   "domestic_score": 65,
   "global_context": {
-    "nasdaq_change": 2.07,
-    "sp500_change": 1.18,
-    "dow_change": 0.59,
-    "sox_change": 3.83,
-    "usdkrw_change": null,
-    "wti_change": 2.0,
-    "us10y": 4.37,
-    "global_score": 73,
+    "nasdaq_change": 1.52,
+    "sp500_change": 0.79,
+    "dow_change": 0.26,
+    "sox_change": 3.92,
+    "usdkrw_change": -0.50,
+    "wti_change": -1.02,
+    "us10y": 4.42,
+    "global_score": 78,
     "global_risk": "낮음"
   },
   "risk_level": "낮음",
-  "hot_sectors": ["반도체", "AI데이터센터", "전력인프라", "로봇"],
-  "avoid_sectors": ["항공", "내수소비"],
+  "hot_sectors": ["반도체", "전기전자", "전력·데이터센터"],
+  "avoid_sectors": ["바이오·제약", "2차전지"],
   "boosted_tickers": [],
-  "blacklist_tickers": [],
-  "position_size_multiplier": 1.0,
-  "reason": "SOX+3.83%·나스닥+2.07%·미이란 긴장완화→반도체·AI 강세 반등 예상"
+  "blacklist_tickers": ["000040"],
+  "position_size_multiplier": 1.2,
+  "reason": "SOX+3.92%·미 증시 상반기 초강세·메모리 슈퍼사이클, 반도체·전자부품 집중"
 }