{ "date": "2026-07-08", "generated_at": "08:15:11", "trade_allowed": false, "market_sentiment": "약세", "sentiment_score": 36, "domestic_score": 44, "global_context": { "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": ["건설", "내수소비", "바이오"], "avoid_sectors": ["반도체", "항공", "방산"], "boosted_tickers": [], "blacklist_tickers": [], "position_size_multiplier": 0.5, "reason": "SOX-4.65%·삼전外人2조매도·WTI+5.66%·KOSPI급락후반등시도·건설내수관심" }