智通财经APP获悉，中资券商股集体下跌，截至发稿，中州证券(01375)跌4.81%，报2.57港元；招商证券(06099)跌4.47%，报15.82港元；光大证券(06178)跌3.91%，报10.33港元；中信建投证券(06066)跌3.75%，报12.85港元。
中泰证券发布研报称，美联储降息预期已被市场充分交易，此次结果并未超预期，因而在落地后引发投资者情绪的回落，风险偏好短期有所降温。国泰海通证券则表示，最近一个月非银板块跑输指数。但该行认为这一现象主要是交易因素影响，非银基本面持续向好。随着三季度市场上涨叠加成交量放大，权益投资及证券经纪业务持续改善，三季度业绩有望实现同比和环比高增。
此外，摩根士丹利发表研报称，A股市场日均成交额(ADT)持续高企，目前对全年ADT预测更具信心，将2025年ADT预测上调53%至1.53万亿元人民币，并预测2026及2027年ADT将保持每年5%至6%的按年增长。相应将所覆盖中资券商2025至2027年各年盈利预测平均上调25%、23%及20%，
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