From eaad9dd2df663815f8dca4c9b2a3432fd0b99e47 Mon Sep 17 00:00:00 2001 From: whdwo Date: Wed, 8 Jul 2026 08:16:44 +0900 Subject: [PATCH] =?UTF-8?q?[2026-07-08]=20=EC=9E=A5=EC=A0=84=20=EB=B6=84?= =?UTF-8?q?=EC=84=9D=20=E2=80=94=20SOX-4.65%=C2=B7=EC=82=BC=EC=A0=84?= =?UTF-8?q?=E5=A4=96=E4=BA=BA2=EC=A1=B0=EB=A7=A4=EB=8F=84=C2=B7WTI+5.66%?= =?UTF-8?q?=C2=B7trade=5Fallowed=3Dfalse=C2=B7=EA=B1=B4=EC=84=A4=EB=82=B4?= =?UTF-8?q?=EC=88=98=EA=B4=80=EC=8B=AC?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit --- data/daily_context.json | 36 ++++++++++++++++++------------------ 1 file changed, 18 insertions(+), 18 deletions(-) diff --git a/data/daily_context.json b/data/daily_context.json index b72fed6..d42170d 100644 --- a/data/daily_context.json +++ b/data/daily_context.json @@ -1,26 +1,26 @@ { - "date": "2026-07-07", - "generated_at": "09:20:00", - "trade_allowed": true, + "date": "2026-07-08", + "generated_at": "08:15:11", + "trade_allowed": false, "market_sentiment": "약세", - "sentiment_score": 47, - "domestic_score": 30, + "sentiment_score": 36, + "domestic_score": 44, "global_context": { - "nasdaq_change": 1.12, - "sp500_change": 0.72, - "dow_change": 0.29, - "sox_change": 2.17, - "usdkrw_change": -0.09, - "wti_change": null, - "us10y": 4.48, - "global_score": 72, - "global_risk": "낮음" + "nasdaq_change": -1.16, + "sp500_change": -0.45, + "dow_change": -0.25, + "sox_change": -4.65, + "usdkrw_change": -0.98, + "wti_change": 5.66, + "us10y": 4.53, + "global_score": 24, + "global_risk": "높음" }, "risk_level": "높음", - "hot_sectors": ["반도체", "건설업"], - "avoid_sectors": ["전기전자", "금융업", "의약품", "전기가스업"], + "hot_sectors": ["건설", "내수소비", "바이오"], + "avoid_sectors": ["반도체", "항공", "방산"], "boosted_tickers": [], "blacklist_tickers": [], - "position_size_multiplier": 0.7, - "reason": "삼전역대최대실적불구급락·KOSPI-2.82%하락·인버스ETF1위·글로벌SOX+2.17%긍정" + "position_size_multiplier": 0.5, + "reason": "SOX-4.65%·삼전外人2조매도·WTI+5.66%·KOSPI급락후반등시도·건설내수관심" }