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[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
1 changed files with 19 additions and 19 deletions
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data/daily_context.json
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@@ -1,26 +1,26 @@
{ {
"date": "2026-06-25", "date": "2026-06-26",
"generated_at": "08:15:10", "generated_at": "08:15:30",
"trade_allowed": true, "trade_allowed": true,
"market_sentiment": "강세", "market_sentiment": "강세",
"sentiment_score": 62, "sentiment_score": 67,
"domestic_score": 68, "domestic_score": 72,
"global_context": { "global_context": {
"nasdaq_change": -0.43, "nasdaq_change": -0.46,
"sp500_change": -0.1, "sp500_change": -0.01,
"dow_change": 0.35, "dow_change": 0.14,
"sox_change": -0.18, "sox_change": 3.59,
"usdkrw_change": 0.29, "usdkrw_change": -0.02,
"wti_change": -4.48, "wti_change": 1.62,
"us10y": 4.4, "us10y": 4.39,
"global_score": 52, "global_score": 60,
"global_risk": "보통" "global_risk": "낮음"
}, },
"risk_level": "보통", "risk_level": "낮음",
"hot_sectors": ["반도체", "원전", "항공", "2차전지"], "hot_sectors": ["반도체", "방산", "AI·데이터센터"],
"avoid_sectors": ["정유", "물류"], "avoid_sectors": ["항공", "신재생에너지"],
"boosted_tickers": [], "boosted_tickers": [],
"blacklist_tickers": ["000120"], "blacklist_tickers": [],
"position_size_multiplier": 0.9, "position_size_multiplier": 1.2,
"reason": "마이크론 어닝 서프라이즈 반도체 급등 전망, 유가급락 항공 수혜" "reason": "마이크론 실적·SOX +3.6% 반도체 주도, JP모건 코스피 강세론 / WTI 소폭 상승 항공 주의"
} }