这类资产大增逾800亿元

Group 1 - The core viewpoint of the articles highlights the continuous rise in gold prices, with domestic gold ETF scale approaching 160 billion yuan, reflecting an increase of over 80 billion yuan this year [1][2] - As of the latest report, COMEX gold prices reached 3438.9 USD/ounce, surpassing the 3400 USD/ounce mark [3][5] - The gold ETF scale has increased from 726.07 billion yuan at the end of last year to 1572.46 billion yuan, marking a growth of 846.39 billion yuan, with net subscription exceeding 10 billion shares [5] Group 2 - Recent economic data from the U.S. has shown significant weakness, leading to a rise in market expectations for interest rate cuts, which has positively impacted gold prices [7] - The U.S. non-farm payroll data for July was below expectations, and the unemployment rate rose to 4.2%, contributing to concerns about a potential economic recession [7] - The trend of de-dollarization is intensifying globally, with emerging market central banks, such as those in China and India, having significantly lower gold reserve ratios compared to the global average, prompting increased motivation to allocate more assets to gold [8]