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[2026-06-29] 장전 분석 — SOX -5.29% 반도체 급락·인버스 폭증, 이재용 1000조 투자 기대감

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whdwo
2026-06-29 08:54:08 +09:00
parent c17c3cdd1c
commit cde622606e
1 changed files with 20 additions and 20 deletions
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data/daily_context.json
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@@ -1,26 +1,26 @@
{ {
"date": "2026-06-26", "date": "2026-06-29",
"generated_at": "08:15:30", "generated_at": "08:53:00",
"trade_allowed": true, "trade_allowed": true,
"market_sentiment": "강세", "market_sentiment": "약세",
"sentiment_score": 67, "sentiment_score": 44,
"domestic_score": 72, "domestic_score": 52,
"global_context": { "global_context": {
"nasdaq_change": -0.46, "nasdaq_change": -0.24,
"sp500_change": -0.01, "sp500_change": -0.05,
"dow_change": 0.14, "dow_change": -0.09,
"sox_change": 3.59, "sox_change": -5.29,
"usdkrw_change": -0.02, "usdkrw_change": -0.74,
"wti_change": 1.62, "wti_change": 0.87,
"us10y": 4.39, "us10y": 4.37,
"global_score": 60, "global_score": 33,
"global_risk": "낮음" "global_risk": "높음"
}, },
"risk_level": "낮음", "risk_level": "높음",
"hot_sectors": ["반도체", "방산", "AI·데이터센터"], "hot_sectors": ["건설", "로봇"],
"avoid_sectors": ["항공", "신재생에너지"], "avoid_sectors": ["반도체", "AI"],
"boosted_tickers": [], "boosted_tickers": [],
"blacklist_tickers": [], "blacklist_tickers": ["222160", "065170", "091590", "024840"],
"position_size_multiplier": 1.2, "position_size_multiplier": 0.7,
"reason": "마이크론 실적·SOX +3.6% 반도체 주도, JP모건 코스피 강세론 / WTI 소폭 상승 항공 주의" "reason": "SOX -5.29% 반도체 급락·인버스 폭증, 이재용 1000조 투자 기대감"
} }