{
  "date": "2026-07-01",
  "generated_at": "08:15:11",
  "trade_allowed": true,
  "market_sentiment": "강세",
  "sentiment_score": 70,
  "domestic_score": 65,
  "global_context": {
    "nasdaq_change": 1.52,
    "sp500_change": 0.79,
    "dow_change": 0.26,
    "sox_change": 3.92,
    "usdkrw_change": -0.50,
    "wti_change": -1.02,
    "us10y": 4.42,
    "global_score": 78,
    "global_risk": "낮음"
  },
  "risk_level": "낮음",
  "hot_sectors": ["반도체", "전기전자", "전력·데이터센터"],
  "avoid_sectors": ["바이오·제약", "2차전지"],
  "boosted_tickers": [],
  "blacklist_tickers": ["000040"],
  "position_size_multiplier": 1.2,
  "reason": "SOX+3.92%·미 증시 상반기 초강세·메모리 슈퍼사이클, 반도체·전자부품 집중"
}