外媒：美国银行认为保险股有望反弹

Group 1 - The core viewpoint is that major U.S. insurance company stocks are expected to recover as attractive valuations and profit rebounds may attract investors back to the sector [1][3] - Over the past three months, U.S. insurance stocks have declined by 2.5%, while the S&P 500 index has rebounded by 12% [3] - Berkshire Hathaway's stock fell by 8.6% during the same period, and Forward Insurance Company saw a decline of 13% [3] Group 2 - Analyst Joshua Shanker from Bank of America noted that investors seem to be shifting from insurance companies to banks, creating an opportunity for the battered insurance sector [3] - Large insurance companies have seen declines of 10% to 20% over the past four months, while some large banks have increased by 30% [3] - The price-to-earnings ratio for insurance companies in the S&P 500 has dropped from over 16 times to below 14 times due to recent sell-offs [3] Group 3 - Andrew Robinson, CEO of Skyward Specialty Insurance, stated that the property and casualty insurance industry has been excessively rotated, with significant capital withdrawal from the sector [4] - Skyward's stock price has plummeted by about 25% since early June, resulting in a market value loss of over $500 million [4] - Despite the downturn, Skyward is experiencing annual growth of 18% and profit growth of 25%, with six sell-side analysts rating the company as "outperform" [4]