{
  "date": "2026-07-02",
  "generated_at": "08:15:29",
  "trade_allowed": false,
  "market_sentiment": "약세",
  "sentiment_score": 33,
  "domestic_score": 38,
  "global_context": {
    "nasdaq_change": -0.66,
    "sp500_change": -0.22,
    "dow_change": -0.03,
    "sox_change": -6.27,
    "usdkrw_change": null,
    "wti_change": -2.17,
    "us10y": 4.47,
    "global_score": 25,
    "global_risk": "높음"
  },
  "risk_level": "높음",
  "hot_sectors": ["방산", "화장품", "금융"],
  "avoid_sectors": ["반도체", "반도체장비", "석유화학"],
  "boosted_tickers": [],
  "blacklist_tickers": ["000040"],
  "position_size_multiplier": 0.5,
  "reason": "SOX-6.27%·CPI3.2%·外人폭매도, 반도체 급락 전망"
}