diff --git a/data/midday_context.json b/data/midday_context.json
index 6c79f24..5d118d1 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,19 +1,20 @@
 {
-  "date": "2026-07-03",
-  "generated_at": "11:20:21",
+  "date": "2026-07-06",
+  "generated_at": "11:20:16",
   "lunch_trade_allowed": false,
-  "position_size_multiplier": 1.0,
+  "position_size_multiplier": 0.5,
   "hot_sectors": [
-    "금융업",
     "전기가스업",
+    "반도체",
+    "건설업",
     "철강금속"
   ],
   "avoid_sectors": [
-    "전기전자",
-    "화학",
-    "반도체",
-    "통신업"
+    "음식료품",
+    "통신업",
+    "금융업",
+    "전기전자"
   ],
   "strategy_note": "",
-  "reason": "KOSPI반등+2.01%·금융강세 확인, SOX-5.44%글로벌리스크·인버스ETF거래량1위, 점심진입패스"
-}
+  "reason": "연속손절2회·KOSPI-1.74%하락·인버스ETF1위·자본보존우선"
+}
\ No newline at end of file