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2 changed files with 27 additions and 30 deletions
+19 -19
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@@ -1,26 +1,26 @@
{ {
"date": "2026-06-25", "date": "2026-06-26",
"generated_at": "08:15:10", "generated_at": "08:15:30",
"trade_allowed": true, "trade_allowed": true,
"market_sentiment": "강세", "market_sentiment": "강세",
"sentiment_score": 62, "sentiment_score": 67,
"domestic_score": 68, "domestic_score": 72,
"global_context": { "global_context": {
"nasdaq_change": -0.43, "nasdaq_change": -0.46,
"sp500_change": -0.1, "sp500_change": -0.01,
"dow_change": 0.35, "dow_change": 0.14,
"sox_change": -0.18, "sox_change": 3.59,
"usdkrw_change": 0.29, "usdkrw_change": -0.02,
"wti_change": -4.48, "wti_change": 1.62,
"us10y": 4.4, "us10y": 4.39,
"global_score": 52, "global_score": 60,
"global_risk": "보통" "global_risk": "낮음"
}, },
"risk_level": "보통", "risk_level": "낮음",
"hot_sectors": ["반도체", "원전", "항공", "2차전지"], "hot_sectors": ["반도체", "방산", "AI·데이터센터"],
"avoid_sectors": ["정유", "물류"], "avoid_sectors": ["항공", "신재생에너지"],
"boosted_tickers": [], "boosted_tickers": [],
"blacklist_tickers": ["000120"], "blacklist_tickers": [],
"position_size_multiplier": 0.9, "position_size_multiplier": 1.2,
"reason": "마이크론 어닝 서프라이즈 반도체 급등 전망, 유가급락 항공 수혜" "reason": "마이크론 실적·SOX +3.6% 반도체 주도, JP모건 코스피 강세론 / WTI 소폭 상승 항공 주의"
} }
+7 -10
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@@ -1,19 +1,16 @@
{ {
"date": "2026-06-25", "date": "2026-06-26",
"generated_at": "11:20:17", "generated_at": "11:20:17",
"lunch_trade_allowed": true, "lunch_trade_allowed": false,
"position_size_multiplier": 0.7, "position_size_multiplier": 0.7,
"hot_sectors": [ "hot_sectors": [],
"철강금속", "avoid_sectors": [
"전기전자",
"금융업", "금융업",
"전기가스업", "전기가스업",
"반도체"
],
"avoid_sectors": [
"의약품", "의약품",
"2차전지", "유통업"
"정유"
], ],
"strategy_note": "", "strategy_note": "",
"reason": "KOSPI +4.89% 급반등, 철강/금융 주도, 반도체 예측 대비 약세, SL 1회" "reason": "KOSPI -5.62% 급락·인버스 ETF 폭등·예측 빗나감·점심진입중단"
} }