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

This commit is contained in:
whdwo
2026-06-29 08:54:08 +09:00
parent c17c3cdd1c
commit cde622606e
+20 -20
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@@ -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": "세",
"sentiment_score": 67,
"domestic_score": 72,
"market_sentiment": "세",
"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": "음"
"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": "음"
},
"risk_level": "음",
"hot_sectors": ["반도체", "방산", "AI·데이터센터"],
"avoid_sectors": ["항공", "신재생에너지"],
"risk_level": "음",
"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"
}