From c5f87ff77ff533cb254af963bb47b78c6d1975d4 Mon Sep 17 00:00:00 2001 From: whdwo Date: Fri, 26 Jun 2026 08:17:17 +0900 Subject: [PATCH] =?UTF-8?q?[2026-06-26]=20=EC=9E=A5=EC=A0=84=20=EB=B6=84?= =?UTF-8?q?=EC=84=9D=20=E2=80=94=20=EB=A7=88=EC=9D=B4=ED=81=AC=EB=A1=A0=20?= =?UTF-8?q?=EC=8B=A4=EC=A0=81=C2=B7SOX=20+3.6%=20=EB=B0=98=EB=8F=84?= =?UTF-8?q?=EC=B2=B4=20=EC=A3=BC=EB=8F=84,=20JP=EB=AA=A8=EA=B1=B4=20?= =?UTF-8?q?=EC=BD=94=EC=8A=A4=ED=94=BC=20=EA=B0=95=EC=84=B8=EB=A1=A0?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- data/daily_context.json | 38 +++++++++++++++++++------------------- 1 file changed, 19 insertions(+), 19 deletions(-) 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" }