{
  "date": "2026-07-03",
  "generated_at": "08:15:00",
  "trade_allowed": false,
  "market_sentiment": "약세",
  "sentiment_score": 36,
  "domestic_score": 42,
  "global_context": {
    "nasdaq_change": -0.8,
    "sp500_change": 0.0,
    "dow_change": 1.14,
    "sox_change": -5.44,
    "usdkrw_change": null,
    "usdkrw_overnight": 1540.0,
    "wti_change": -0.19,
    "us10y": 4.48,
    "global_score": 27,
    "global_risk": "높음"
  },
  "risk_level": "높음",
  "hot_sectors": ["금융", "바이오", "전기전자"],
  "avoid_sectors": ["반도체", "전력기기", "AI테마"],
  "boosted_tickers": [],
  "blacklist_tickers": ["000040"],
  "position_size_multiplier": 0.5,
  "reason": "SOX-5.44%·반도체2연락·AI기대꺾임·달러약세, 금융순환매, 거래패스"
}