From ea902f0ce1d29f054851de48801956511dfbf53c Mon Sep 17 00:00:00 2001
From: whdwo <jongjae0305@gmail.com>
Date: Fri, 3 Jul 2026 08:17:38 +0900
Subject: [PATCH] =?UTF-8?q?[2026-07-03]=20=EC=9E=A5=EC=A0=84=20=EB=B6=84?=
 =?UTF-8?q?=EC=84=9D=20=E2=80=94=20SOX-5.44%=C2=B7=EB=B0=98=EB=8F=84?=
 =?UTF-8?q?=EC=B2=B42=EC=97=B0=EB=9D=BD=C2=B7=EB=8B=AC=EB=9F=AC=EC=95=BD?=
 =?UTF-8?q?=EC=84=B8,=20=EA=B8=88=EC=9C=B5=EC=88=9C=ED=99=98=EB=A7=A4,=20?=
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---
 data/daily_context.json | 29 +++++++++++++++--------------
 1 file changed, 15 insertions(+), 14 deletions(-)

diff --git a/data/daily_context.json b/data/daily_context.json
index 156d88a..7718357 100644
--- a/data/daily_context.json
+++ b/data/daily_context.json
@@ -1,26 +1,27 @@
 {
-  "date": "2026-07-02",
-  "generated_at": "08:15:29",
+  "date": "2026-07-03",
+  "generated_at": "08:15:00",
   "trade_allowed": false,
   "market_sentiment": "약세",
-  "sentiment_score": 33,
-  "domestic_score": 38,
+  "sentiment_score": 36,
+  "domestic_score": 42,
   "global_context": {
-    "nasdaq_change": -0.66,
-    "sp500_change": -0.22,
-    "dow_change": -0.03,
-    "sox_change": -6.27,
+    "nasdaq_change": -0.8,
+    "sp500_change": 0.0,
+    "dow_change": 1.14,
+    "sox_change": -5.44,
     "usdkrw_change": null,
-    "wti_change": -2.17,
-    "us10y": 4.47,
-    "global_score": 25,
+    "usdkrw_overnight": 1540.0,
+    "wti_change": -0.19,
+    "us10y": 4.48,
+    "global_score": 27,
     "global_risk": "높음"
   },
   "risk_level": "높음",
-  "hot_sectors": ["방산", "화장품", "금융"],
-  "avoid_sectors": ["반도체", "반도체장비", "석유화학"],
+  "hot_sectors": ["금융", "바이오", "전기전자"],
+  "avoid_sectors": ["반도체", "전력기기", "AI테마"],
   "boosted_tickers": [],
   "blacklist_tickers": ["000040"],
   "position_size_multiplier": 0.5,
-  "reason": "SOX-6.27%·CPI3.2%·外人폭매도, 반도체 급락 전망"
+  "reason": "SOX-5.44%·반도체2연락·AI기대꺾임·달러약세, 금융순환매, 거래패스"
 }