[2026-07-08] 장전 분석 — SOX-4.65%·삼전外人2조매도·WTI+5.66%·trade_allowed=false·건설내수관심

data/daily_context.json

@@ -1,26 +1,26 @@
 {
-  "date": "2026-07-07",
+  "date": "2026-07-08",
-  "generated_at": "09:20:00",
+  "generated_at": "08:15:11",
-  "trade_allowed": true,
+  "trade_allowed": false,
   "market_sentiment": "약세",
-  "sentiment_score": 47,
+  "sentiment_score": 36,
-  "domestic_score": 30,
+  "domestic_score": 44,
   "global_context": {
-    "nasdaq_change": 1.12,
+    "nasdaq_change": -1.16,
-    "sp500_change": 0.72,
+    "sp500_change": -0.45,
-    "dow_change": 0.29,
+    "dow_change": -0.25,
-    "sox_change": 2.17,
+    "sox_change": -4.65,
-    "usdkrw_change": -0.09,
+    "usdkrw_change": -0.98,
-    "wti_change": null,
+    "wti_change": 5.66,
-    "us10y": 4.48,
+    "us10y": 4.53,
-    "global_score": 72,
+    "global_score": 24,
-    "global_risk": "낮음"
+    "global_risk": "높음"
   },
   "risk_level": "높음",
-  "hot_sectors": ["반도체", "건설업"],
+  "hot_sectors": ["건설", "내수소비", "바이오"],
-  "avoid_sectors": ["전기전자", "금융업", "의약품", "전기가스업"],
+  "avoid_sectors": ["반도체", "항공", "방산"],
   "boosted_tickers": [],
   "blacklist_tickers": [],
-  "position_size_multiplier": 0.7,
+  "position_size_multiplier": 0.5,
-  "reason": "삼전역대최대실적불구급락·KOSPI-2.82%하락·인버스ETF1위·글로벌SOX+2.17%긍정"
+  "reason": "SOX-4.65%·삼전外人2조매도·WTI+5.66%·KOSPI급락후반등시도·건설내수관심"
 }