diff --git a/data/daily_context.json b/data/daily_context.json index 0de891c..43204af 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,26 +1,26 @@ { - "date": "2026-06-25", - "generated_at": "08:15:10", + "date": "2026-06-26", + "generated_at": "08:15:30", "trade_allowed": true, "market_sentiment": "강세", - "sentiment_score": 62, - "domestic_score": 68, + "sentiment_score": 67, + "domestic_score": 72, "global_context": { - "nasdaq_change": -0.43, - "sp500_change": -0.1, - "dow_change": 0.35, - "sox_change": -0.18, - "usdkrw_change": 0.29, - "wti_change": -4.48, - "us10y": 4.4, - "global_score": 52, - "global_risk": "보통" + "nasdaq_change": -0.46, + "sp500_change": -0.01, + "dow_change": 0.14, + "sox_change": 3.59, + "usdkrw_change": -0.02, + "wti_change": 1.62, + "us10y": 4.39, + "global_score": 60, + "global_risk": "낮음" }, - "risk_level": "보통", - "hot_sectors": ["반도체", "원전", "항공", "2차전지"], - "avoid_sectors": ["정유", "물류"], + "risk_level": "낮음", + "hot_sectors": ["반도체", "방산", "AI·데이터센터"], + "avoid_sectors": ["항공", "신재생에너지"], "boosted_tickers": [], - "blacklist_tickers": ["000120"], - "position_size_multiplier": 0.9, - "reason": "마이크론 어닝 서프라이즈 반도체 급등 전망, 유가급락 항공 수혜" + "blacklist_tickers": [], + "position_size_multiplier": 1.2, + "reason": "마이크론 실적·SOX +3.6% 반도체 주도, JP모건 코스피 강세론 / WTI 소폭 상승 항공 주의" }