{ "date": "2026-07-02", "generated_at": "11:20:17", "lunch_trade_allowed": false, "position_size_multiplier": 0.5, "hot_sectors": ["건설업", "기계"], "avoid_sectors": ["금융업", "전기가스업", "반도체장비"], "strategy_note": "", "reason": "KOSPI-2.8%·인버스폭등·금융급락, 건설·기계만 강세, 점심중단" }