{ "date": "2026-06-29", "generated_at": "08:53:00", "trade_allowed": true, "market_sentiment": "약세", "sentiment_score": 44, "domestic_score": 52, "global_context": { "nasdaq_change": -0.24, "sp500_change": -0.05, "dow_change": -0.09, "sox_change": -5.29, "usdkrw_change": -0.74, "wti_change": 0.87, "us10y": 4.37, "global_score": 33, "global_risk": "높음" }, "risk_level": "높음", "hot_sectors": ["건설", "로봇"], "avoid_sectors": ["반도체", "AI"], "boosted_tickers": [], "blacklist_tickers": ["222160", "065170", "091590", "024840"], "position_size_multiplier": 0.7, "reason": "SOX -5.29% 반도체 급락·인버스 폭증, 이재용 1000조 투자 기대감" }