From 7b2dfa6c25d47be6de48a64e8b04e9a47f740551 Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Wed, 1 Jul 2026 11:21:38 +0900
Subject: [PATCH] =?UTF-8?q?[2026-07-01]=20=EC=9E=A5=EC=A4=91=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20KOSPI-3.19%=C2=B7=EC=9D=B8=EB=B2=84?=
 =?UTF-8?q?=EC=8A=A4=ED=8F=AD=EC=A6=9D,=20=EC=A0=84=EA=B8=B0=EC=A0=84?=
 =?UTF-8?q?=EC=9E=90+4.13%=C2=B7=EB=B0=98=EB=8F=84=EC=B2=B4=20=EC=8B=A4?=
 =?UTF-8?q?=EA=B0=95=EC=84=B8,=20=EC=A0=90=EC=8B=AC=EB=B0=B0=EC=9C=A8x0.7?=
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---
 data/midday_context.json | 20 ++++++++++----------
 1 file changed, 10 insertions(+), 10 deletions(-)

diff --git a/data/midday_context.json b/data/midday_context.json
index a8d40ac..dec3f6f 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,19 +1,19 @@
 {
-  "date": "2026-06-30",
-  "generated_at": "11:20:16",
+  "date": "2026-07-01",
+  "generated_at": "11:20:19",
   "lunch_trade_allowed": true,
   "position_size_multiplier": 0.7,
   "hot_sectors": [
+    "전기전자",
     "반도체",
-    "금융업"
+    "화학"
   ],
   "avoid_sectors": [
-    "의약품",
-    "음식료품",
-    "화학",
-    "전기전자",
-    "기계"
+    "철강금속",
+    "금융업",
+    "유통업",
+    "운수창고"
   ],
-  "strategy_note": "인버스 ETF 거래량 상위권점유·전반 업종 약세, 반도체 미세강세만 유효",
-  "reason": "인버스폭증·전반약세, 오전 2승1패+66k, 반도체 집중"
+  "strategy_note": "인버스 폭증 국면 — 진입 기준 강화, 전기전자·반도체 선별적 접근만",
+  "reason": "KOSPI-3.19%·인버스폭증, 전기전자+4.13%·반도체+1.58% 실강세, 점심배율x0.7"
 }
\ No newline at end of file