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[2026-07-01] 장중 분석 — KOSPI-3.19%·인버스폭증, 전기전자+4.13%·반도체 실강세, 점심배율x0.7

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whdwo
2026-07-01 11:21:38 +09:00
parent 4e56a06210
commit 7b2dfa6c25
1 changed files with 10 additions and 10 deletions
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data/midday_context.json
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@@ -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"
}