{ "date": "2026-06-30", "generated_at": "08:15:29", "trade_allowed": true, "market_sentiment": "강세", "sentiment_score": 68, "domestic_score": 65, "global_context": { "nasdaq_change": 2.07, "sp500_change": 1.18, "dow_change": 0.59, "sox_change": 3.83, "usdkrw_change": null, "wti_change": 2.0, "us10y": 4.37, "global_score": 73, "global_risk": "낮음" }, "risk_level": "낮음", "hot_sectors": ["반도체", "AI데이터센터", "전력인프라", "로봇"], "avoid_sectors": ["항공", "내수소비"], "boosted_tickers": [], "blacklist_tickers": [], "position_size_multiplier": 1.0, "reason": "SOX+3.83%·나스닥+2.07%·미이란 긴장완화→반도체·AI 강세 반등 예상" }