From cde622606ef7f731839cdac327ac8db30826b0bd Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Mon, 29 Jun 2026 08:54:08 +0900
Subject: [PATCH] =?UTF-8?q?[2026-06-29]=20=EC=9E=A5=EC=A0=84=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20SOX=20-5.29%=20=EB=B0=98=EB=8F=84?=
 =?UTF-8?q?=EC=B2=B4=20=EA=B8=89=EB=9D=BD=C2=B7=EC=9D=B8=EB=B2=84=EC=8A=A4?=
 =?UTF-8?q?=20=ED=8F=AD=EC=A6=9D,=20=EC=9D=B4=EC=9E=AC=EC=9A=A9=201000?=
 =?UTF-8?q?=EC=A1=B0=20=ED=88=AC=EC=9E=90=20=EA=B8=B0=EB=8C=80=EA=B0=90?=
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---
 data/daily_context.json | 40 ++++++++++++++++++++--------------------
 1 file changed, 20 insertions(+), 20 deletions(-)

diff --git a/data/daily_context.json b/data/daily_context.json
index 43204af..716c2d0 100644
--- a/data/daily_context.json
+++ b/data/daily_context.json
@@ -1,26 +1,26 @@
 {
-  "date": "2026-06-26",
-  "generated_at": "08:15:30",
+  "date": "2026-06-29",
+  "generated_at": "08:53:00",
   "trade_allowed": true,
-  "market_sentiment": "강세",
-  "sentiment_score": 67,
-  "domestic_score": 72,
+  "market_sentiment": "약세",
+  "sentiment_score": 44,
+  "domestic_score": 52,
   "global_context": {
-    "nasdaq_change": -0.46,
-    "sp500_change": -0.01,
-    "dow_change": 0.14,
-    "sox_change": 3.59,
-    "usdkrw_change": -0.02,
-    "wti_change": 1.62,
-    "us10y": 4.39,
-    "global_score": 60,
-    "global_risk": "낮음"
+    "nasdaq_change": -0.24,
+    "sp500_change": -0.05,
+    "dow_change": -0.09,
+    "sox_change": -5.29,
+    "usdkrw_change": -0.74,
+    "wti_change": 0.87,
+    "us10y": 4.37,
+    "global_score": 33,
+    "global_risk": "높음"
   },
-  "risk_level": "낮음",
-  "hot_sectors": ["반도체", "방산", "AI·데이터센터"],
-  "avoid_sectors": ["항공", "신재생에너지"],
+  "risk_level": "높음",
+  "hot_sectors": ["건설", "로봇"],
+  "avoid_sectors": ["반도체", "AI"],
   "boosted_tickers": [],
-  "blacklist_tickers": [],
-  "position_size_multiplier": 1.2,
-  "reason": "마이크론 실적·SOX +3.6% 반도체 주도, JP모건 코스피 강세론 / WTI 소폭 상승 항공 주의"
+  "blacklist_tickers": ["222160", "065170", "091590", "024840"],
+  "position_size_multiplier": 0.7,
+  "reason": "SOX -5.29% 반도체 급락·인버스 폭증, 이재용 1000조 투자 기대감"
 }