From cf258cec878d8a9082d55a2880bd40219217bd34 Mon Sep 17 00:00:00 2001 From: whdwo Date: Mon, 6 Jul 2026 08:17:17 +0900 Subject: [PATCH] =?UTF-8?q?[2026-07-06]=20=EC=9E=A5=EC=A0=84=20=EB=B6=84?= =?UTF-8?q?=EC=84=9D=20=E2=80=94=20SOX-5.44%=EB=B0=98=EB=8F=84=EC=B2=B42?= =?UTF-8?q?=EC=97=B0=EB=9D=BD=C2=B7=EB=8B=AC=EB=9F=AC=EC=95=BD=EC=84=B8?= =?UTF-8?q?=C2=B7=EC=82=BC=EC=A0=84=EC=8B=A4=EC=A0=81D-1=C2=B7=EB=B0=A9?= =?UTF-8?q?=EC=82=B0=EA=B8=88=EC=9C=B5=EC=88=9C=ED=99=98=EB=A7=A4?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- data/daily_context.json | 31 +++++++++++++++---------------- 1 file changed, 15 insertions(+), 16 deletions(-) diff --git a/data/daily_context.json b/data/daily_context.json index 7718357..ff40c0b 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,27 +1,26 @@ { - "date": "2026-07-03", - "generated_at": "08:15:00", - "trade_allowed": false, - "market_sentiment": "약세", - "sentiment_score": 36, - "domestic_score": 42, + "date": "2026-07-06", + "generated_at": "08:15:35", + "trade_allowed": true, + "market_sentiment": "중립", + "sentiment_score": 43, + "domestic_score": 52, "global_context": { "nasdaq_change": -0.8, "sp500_change": 0.0, "dow_change": 1.14, "sox_change": -5.44, - "usdkrw_change": null, - "usdkrw_overnight": 1540.0, - "wti_change": -0.19, - "us10y": 4.48, - "global_score": 27, + "usdkrw_change": -0.85, + "wti_change": -0.45, + "us10y": 4.49, + "global_score": 29, "global_risk": "높음" }, "risk_level": "높음", - "hot_sectors": ["금융", "바이오", "전기전자"], - "avoid_sectors": ["반도체", "전력기기", "AI테마"], + "hot_sectors": ["방산", "금융", "정유", "바이오"], + "avoid_sectors": ["반도체", "AI장비"], "boosted_tickers": [], - "blacklist_tickers": ["000040"], - "position_size_multiplier": 0.5, - "reason": "SOX-5.44%·반도체2연락·AI기대꺾임·달러약세, 금융순환매, 거래패스" + "blacklist_tickers": [], + "position_size_multiplier": 0.7, + "reason": "SOX-5.44%반도체2연락·달러약세·삼전실적D-1·방산금융순환매" }