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

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whdwo
2026-07-06 08:17:17 +09:00
parent 73f9d456fb
commit cf258cec87
1 changed files with 15 additions and 16 deletions
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data/daily_context.json
+15 -16
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@@ -1,27 +1,26 @@
{ {
"date": "2026-07-03", "date": "2026-07-06",
"generated_at": "08:15:00", "generated_at": "08:15:35",
"trade_allowed": false, "trade_allowed": true,
"market_sentiment": "약세", "market_sentiment": "중립",
"sentiment_score": 36, "sentiment_score": 43,
"domestic_score": 42, "domestic_score": 52,
"global_context": { "global_context": {
"nasdaq_change": -0.8, "nasdaq_change": -0.8,
"sp500_change": 0.0, "sp500_change": 0.0,
"dow_change": 1.14, "dow_change": 1.14,
"sox_change": -5.44, "sox_change": -5.44,
"usdkrw_change": null, "usdkrw_change": -0.85,
"usdkrw_overnight": 1540.0, "wti_change": -0.45,
"wti_change": -0.19, "us10y": 4.49,
"us10y": 4.48, "global_score": 29,
"global_score": 27,
"global_risk": "높음" "global_risk": "높음"
}, },
"risk_level": "높음", "risk_level": "높음",
"hot_sectors": ["금융", "바이오", "전기전자"], "hot_sectors": ["방산", "금융", "정유", "바이오"],
"avoid_sectors": ["반도체", "전력기기", "AI테마"], "avoid_sectors": ["반도체", "AI장비"],
"boosted_tickers": [], "boosted_tickers": [],
"blacklist_tickers": ["000040"], "blacklist_tickers": [],
"position_size_multiplier": 0.5, "position_size_multiplier": 0.7,
"reason": "SOX-5.44%·반도체2연락·AI기대꺾임·달러약세, 금융순환매, 거래패스" "reason": "SOX-5.44%반도체2연락·달러약세·삼전실적D-1·방산금융순환매"
} }