[2026-06-26] 장전 분석 — 마이크론 실적·SOX +3.6% 반도체 주도, JP모건 코스피 강세론

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whdwo
2026-06-26 08:17:17 +09:00
parent 811c2a666d
commit c5f87ff77f
+19 -19
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{
"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"
}