In October, $Tesla (TSLA.US)$ there will be three significant events: the third-quarter delivery data, the official launch of Robotaxi, and the third-quarter financial report.

Facing a catalyst-intensive October, the market has begun to heavily bet, and options trading is very active. Currently, in all S&P options trading, Tesla's trading volume accounts for 17%, exceeding Nvidia.

Goldman Sachs auto analyst Mark Delaney predicts that driven by a strong Chinese market, Tesla's third-quarter revenue is expected to increase by 4% quarter-on-quarter and 6% year-on-year, in line with general market expectations.

For most of this year, Tesla's stock price has fluctuated significantly, rising only 3% so far. However, since early August, with investors gaining more confidence in the economy and the Fed's plan to cut interest rates, the company's stock price has recovered significantly, rising more than 20% in the past month.

The third-quarter delivery volume may increase by 6% year-on-year, reaching 0.462 million vehicles.

Based on the previous disclosure timing of third-quarter delivery data, Tesla is expected to announce its delivery data on October 2nd.

FactSet data shows that analysts unanimously expect Tesla's global delivery volume in the third quarter to be 46.2 vehicles, a 6% increase from the same period last year. Analysts also predict that by the fourth quarter, Tesla's delivery volume will reach a record level, on par with the same period last year.

The data released in the previous quarter shows that Tesla delivered a total of 0.444 million new vehicles in Q2, exceeding the market's expectation of 0.4393 million vehicles. Some analysts pointed out that the strong delivery data in the second quarter mainly came from better-than-expected sales in China and the USA.

This quarter, sales in the Chinese market are expected to remain strong, possibly achieving the highest quarterly delivery data ever. Although there is still a week left until the end of the third quarter, Tesla's registration volume in China has already increased by 20% compared to the previous quarter and by over 18% compared to the same period last year.

Prominent Twitter user Troy Teslike, who focuses on tracking Tesla's delivery and other data analysis, stated that as of September 11, Tesla's vehicle delivery volume in Europe has dropped by over 16% this year.

Barclays' long-time Tesla tracker, Dan Levy, expects Tesla to deliver 0.47 million vehicles in the third quarter, saying: "For Tesla, the strong performance in the Chinese market comes at just the right time, helping to offset the continued weakness in the USA and Europe."

"For Tesla, the strong performance in the Chinese market comes at just the right time, helping to offset the continued weakness in the USA and Europe."

Will the Robotaxi be officially released, and will the new car model be unveiled at the same time?

On Wednesday, the 26th, local time, Tesla announced on Twitter that it plans to showcase its highly anticipated Robotaxi 'Cybercab' and the Full Self-Driving (FSD) system at an event at the Warner Bros. Studio on October 10.

The Robotaxi event, originally scheduled to take place on August 8th, was postponed due to CEO Musk's request to change the vehicle design.

Wall Street generally believes that Tesla's future growth will mainly come from the execution of AI projects, especially Robotaxi and humanoid robot Optimus, which is also the reason why Tesla's stock price is supported amid the weak trend in electric car sales.

In addition to Robotaxi itself, investors are also interested in whether Tesla will introduce a more affordable new model at this event. Goldman Sachs' Mark Delaney pointed out:

Whether Tesla will provide more details or launch a lower-cost new model at the 10/10 event is also a topic frequently discussed among us investors.

Adam Jonas of Morgan Stanley said:

As the Tesla 10/10 Robotaxi event approaches, to be honest, we are working hard to see how this day can meet investors' high expectations. Apart from showcasing FSD v12.5 and offering the first 'Cybertcab' ride-hailing service, what else?

Dan Levy pointed out that after the Robotaxi launch, if Tesla's stock price rises, it may further boost the stock's strength.

This serves as a reminder that at least for now, concerns about the fundamentals have dissipated.

Editor/Somer