From c86ef98e308dbba4277dafc6c85854f6930468f4 Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Mon, 29 Jun 2026 11:22:00 +0900
Subject: [PATCH] =?UTF-8?q?[2026-06-29]=20=EC=9E=A5=EC=A4=91=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20=EC=9D=B8=EB=B2=84=EC=8A=A4=ED=8F=AD?=
 =?UTF-8?q?=EC=A6=9D=C2=B7KOSPI=20-1.93%=C2=B7=EB=B0=98=EB=8F=84=EC=B2=B4?=
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 =?UTF-8?q?=C2=B72=EC=B0=A8=EC=A0=84=EC=A7=80=20=EA=B0=95=EB=B0=98?=
 =?UTF-8?q?=EC=A0=84=C2=B7x0.7=20=EC=9C=A0=EC=A7=80?=
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---
 data/midday_context.json | 20 +++++++-------------
 1 file changed, 7 insertions(+), 13 deletions(-)

diff --git a/data/midday_context.json b/data/midday_context.json
index ba8d079..2587782 100644
--- a/data/midday_context.json
+++ b/data/midday_context.json
@@ -1,16 +1,10 @@
 {
-  "date": "2026-06-26",
-  "generated_at": "11:20:17",
-  "lunch_trade_allowed": false,
+  "date": "2026-06-29",
+  "generated_at": "11:20:18",
+  "lunch_trade_allowed": true,
   "position_size_multiplier": 0.7,
-  "hot_sectors": [],
-  "avoid_sectors": [
-    "전기전자",
-    "금융업",
-    "전기가스업",
-    "의약품",
-    "유통업"
-  ],
-  "strategy_note": "",
-  "reason": "KOSPI -5.62% 급락·인버스 ETF 폭등·예측 빗나감·점심진입중단"
+  "hot_sectors": ["전기전자", "화학", "건설", "음식료품", "2차전지"],
+  "avoid_sectors": ["반도체", "철강금속", "금융업", "유통업"],
+  "strategy_note": "섹터 분화 극심·대형주 약세 vs 중소형 특정섹터 강세, 모멘텀 종목 집중",
+  "reason": "인버스폭증·KOSPI -1.93%·반도체 약세, 전기전자·2차전지 강반전·x0.7 유지"
 }