[2026-07-06] 장전 분석 — SOX-5.44%반도체2연락·달러약세·삼전실적D-1·방산금융순환매

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"
 }