[2026-07-03] 장중 분석 — KOSPI반등+2.01%·금융강세, SOX-5.44%글로벌리스크·인버스ETF1위, 점심진입패스

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"
 }

data/midday_context.json

@@ -1,10 +1,19 @@
 {
-  "date": "2026-07-02",
-  "generated_at": "11:20:17",
+  "date": "2026-07-03",
+  "generated_at": "11:20:21",
   "lunch_trade_allowed": false,
-  "position_size_multiplier": 0.5,
-  "hot_sectors": ["건설업", "기계"],
-  "avoid_sectors": ["금융업", "전기가스업", "반도체장비"],
+  "position_size_multiplier": 1.0,
+  "hot_sectors": [
+    "금융업",
+    "전기가스업",
+    "철강금속"
+  ],
+  "avoid_sectors": [
+    "전기전자",
+    "화학",
+    "반도체",
+    "통신업"
+  ],
   "strategy_note": "",
-  "reason": "KOSPI-2.8%·인버스폭등·금융급락, 건설·기계만 강세, 점심중단"
+  "reason": "KOSPI반등+2.01%·금융강세 확인, SOX-5.44%글로벌리스크·인버스ETF거래량1위, 점심진입패스"
 }