From c62820ab489bffab2bc34473f58c9e36dcaee91f Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Fri, 3 Jul 2026 11:21:40 +0900
Subject: [PATCH] =?UTF-8?q?[2026-07-03]=20=EC=9E=A5=EC=A4=91=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20KOSPI=EB=B0=98=EB=93=B1+2.01%=C2=B7?=
 =?UTF-8?q?=EA=B8=88=EC=9C=B5=EA=B0=95=EC=84=B8,=20SOX-5.44%=EA=B8=80?=
 =?UTF-8?q?=EB=A1=9C=EB=B2=8C=EB=A6=AC=EC=8A=A4=ED=81=AC=C2=B7=EC=9D=B8?=
 =?UTF-8?q?=EB=B2=84=EC=8A=A4ETF1=EC=9C=84,=20=EC=A0=90=EC=8B=AC=EC=A7=84?=
 =?UTF-8?q?=EC=9E=85=ED=8C=A8=EC=8A=A4?=
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---
 data/midday_context.json | 21 +++++++++++++++------
 1 file changed, 15 insertions(+), 6 deletions(-)

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"
 }