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[2026-06-29] 장중 분석 — 인버스폭증·KOSPI -1.93%·반도체 약세, 전기전자·2차전지 강반전·x0.7 유지

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whdwo
2026-06-29 11:22:00 +09:00
parent b3145cb878
commit c86ef98e30
1 changed files with 7 additions and 13 deletions
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data/midday_context.json
+7 -13
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@@ -1,16 +1,10 @@
{ {
"date": "2026-06-26", "date": "2026-06-29",
"generated_at": "11:20:17", "generated_at": "11:20:18",
"lunch_trade_allowed": false, "lunch_trade_allowed": true,
"position_size_multiplier": 0.7, "position_size_multiplier": 0.7,
"hot_sectors": [], "hot_sectors": ["전기전자", "화학", "건설", "음식료품", "2차전지"],
"avoid_sectors": [ "avoid_sectors": ["반도체", "철강금속", "금융업", "유통업"],
"전기전자", "strategy_note": "섹터 분화 극심·대형주 약세 vs 중소형 특정섹터 강세, 모멘텀 종목 집중",
"금융업", "reason": "인버스폭증·KOSPI -1.93%·반도체 약세, 전기전자·2차전지 강반전·x0.7 유지"
"전기가스업",
"의약품",
"유통업"
],
"strategy_note": "",
"reason": "KOSPI -5.62% 급락·인버스 ETF 폭등·예측 빗나감·점심진입중단"
} }