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UNH leads health insurers' surge. Has the revaluation of the sector come?

$UnitedHealth (UNH.US)$ shares soared by over 8% on 9 September, bringing its month-to-date gain to more than 12%. This rally is primarily a Show More
$UnitedHealth (UNH.US)$ shares soared by over 8% on 9 September, bringing its month-to-date gain to more than 12%. This rally is primarily attributed to two factors: highly-rated Medicare plans, securing government bonuses and significantly enhancing profitability. Secondly, the company's reaffirmation of its 2025 guidance, sending a robust signal of confidence to the market.
This optimistic sentiment has spread across the sector, $Centene (CNC.US)$ also rose 7% on Tuesday. Are investors beginning to reevaluate the sector?
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