{ "date": "2026-07-06", "generated_at": "08:15:35", "trade_allowed": true, "market_sentiment": "중립", "sentiment_score": 43, "domestic_score": 52, "global_context": { "nasdaq_change": -0.8, "sp500_change": 0.0, "dow_change": 1.14, "sox_change": -5.44, "usdkrw_change": -0.85, "wti_change": -0.45, "us10y": 4.49, "global_score": 29, "global_risk": "높음" }, "risk_level": "높음", "hot_sectors": ["방산", "금융", "정유", "바이오"], "avoid_sectors": ["반도체", "AI장비"], "boosted_tickers": [], "blacklist_tickers": [], "position_size_multiplier": 0.7, "reason": "SOX-5.44%반도체2연락·달러약세·삼전실적D-1·방산금융순환매" }