From 72e9e1124ca9715759fd988f5b545544cc33d110 Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Tue, 30 Jun 2026 11:21:26 +0900
Subject: [PATCH] =?UTF-8?q?[2026-06-30]=20=EC=9E=A5=EC=A4=91=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20=EC=9D=B8=EB=B2=84=EC=8A=A4=ED=8F=AD?=
 =?UTF-8?q?=EC=A6=9D=C2=B7=EC=A0=84=EB=B0=98=EC=95=BD=EC=84=B8,=20?=
 =?UTF-8?q?=EC=98=A4=EC=A0=84=202=EC=8A=B91=ED=8C=A8+66k,=20=EB=B0=98?=
 =?UTF-8?q?=EB=8F=84=EC=B2=B4=C2=B7=EA=B8=88=EC=9C=B5=20=EC=A7=91=EC=A4=91?=
 =?UTF-8?q?=20x0.7?=
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---
 data/midday_context.json | 23 ++++++++++++++++-------
 1 file changed, 16 insertions(+), 7 deletions(-)

diff --git a/data/midday_context.json b/data/midday_context.json
index 2587782..a8d40ac 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,10 +1,19 @@
 {
-  "date": "2026-06-29",
-  "generated_at": "11:20:18",
+  "date": "2026-06-30",
+  "generated_at": "11:20:16",
   "lunch_trade_allowed": true,
   "position_size_multiplier": 0.7,
-  "hot_sectors": ["전기전자", "화학", "건설", "음식료품", "2차전지"],
-  "avoid_sectors": ["반도체", "철강금속", "금융업", "유통업"],
-  "strategy_note": "섹터 분화 극심·대형주 약세 vs 중소형 특정섹터 강세, 모멘텀 종목 집중",
-  "reason": "인버스폭증·KOSPI -1.93%·반도체 약세, 전기전자·2차전지 강반전·x0.7 유지"
-}
+  "hot_sectors": [
+    "반도체",
+    "금융업"
+  ],
+  "avoid_sectors": [
+    "의약품",
+    "음식료품",
+    "화학",
+    "전기전자",
+    "기계"
+  ],
+  "strategy_note": "인버스 ETF 거래량 상위권점유·전반 업종 약세, 반도체 미세강세만 유효",
+  "reason": "인버스폭증·전반약세, 오전 2승1패+66k, 반도체 집중"
+}
\ No newline at end of file