From 73be6f74df2ec8d8feaeb14733cfb8dc84c39a4b Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Mon, 22 Jun 2026 11:21:11 +0900
Subject: [PATCH] =?UTF-8?q?[2026-06-22]=20=EC=9E=A5=EC=A4=91=20=EB=B6=84?=
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 =?UTF-8?q?=EA=B8=88=EC=9C=B5=EC=97=85=20=EC=A7=91=EC=A4=91,=20=EB=B0=B0?=
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---
 data/midday_context.json | 27 +++++++++++++++++++--------
 1 file changed, 19 insertions(+), 8 deletions(-)

diff --git a/data/midday_context.json b/data/midday_context.json
index e728371..5900235 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,10 +1,21 @@
 {
-  "date": "2026-06-19",
-  "generated_at": "11:20:16",
+  "date": "2026-06-22",
+  "generated_at": "11:20:15",
   "lunch_trade_allowed": true,
-  "position_size_multiplier": 1.0,
-  "hot_sectors": ["철강금속", "금융업"],
-  "avoid_sectors": ["반도체", "전기전자", "기계"],
-  "strategy_note": "오전 반도체 예측 빗나감(SOX 효과 미반영·차익실현), 철강금속·금융 실제 강세",
-  "reason": "1승 TP2 수익, KOSPI 강세지만 반도체 약세 전환, 철강금속 주목"
-}
+  "position_size_multiplier": 0.5,
+  "hot_sectors": [
+    "철강금속",
+    "금융업"
+  ],
+  "avoid_sectors": [
+    "전기가스업",
+    "음식료품",
+    "건설업",
+    "통신업",
+    "반도체",
+    "의약품",
+    "운수창고"
+  ],
+  "strategy_note": "오전 예측(반도체·해운)이 모두 역행, 연속손절 2회 - 검증된 강세 업종(철강금속·금융업)에만 집중",
+  "reason": "연속손절 2회·반도체 역행, 철강금속·금융업 집중, 배율 0.5x"
+}
\ No newline at end of file