diff --git a/data/midday_context.json b/data/midday_context.json
index d5363df..6c79f24 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,10 +1,19 @@
 {
-  "date": "2026-07-02",
-  "generated_at": "11:20:17",
+  "date": "2026-07-03",
+  "generated_at": "11:20:21",
   "lunch_trade_allowed": false,
-  "position_size_multiplier": 0.5,
-  "hot_sectors": ["건설업", "기계"],
-  "avoid_sectors": ["금융업", "전기가스업", "반도체장비"],
+  "position_size_multiplier": 1.0,
+  "hot_sectors": [
+    "금융업",
+    "전기가스업",
+    "철강금속"
+  ],
+  "avoid_sectors": [
+    "전기전자",
+    "화학",
+    "반도체",
+    "통신업"
+  ],
   "strategy_note": "",
-  "reason": "KOSPI-2.8%·인버스폭등·금융급락, 건설·기계만 강세, 점심중단"
+  "reason": "KOSPI반등+2.01%·금융강세 확인, SOX-5.44%글로벌리스크·인버스ETF거래량1위, 점심진입패스"
 }