Foreign media commented that Tesla will face a series of events over the next week, including the Semi event on September 24th, the Roadster announcement on October 1st, and the subsequent release of third-quarter delivery data. However, as these events approach, the implied volatility of Tesla's one-month options remains at a lower level than in the past year.

The volatility of one option contract is relatively low.

The article mentions that Tesla's one-month option implied volatility is currently around the 36th percentile of the past year, which is lower than its long-term average. The 30-day implied volatility is about 41%, which is not considered low for a technology and automotive company with a large market value, but within Tesla's own historical range, it is still near the lower end.

This means that, although the market is aware of several events that will occur in the short term, it has not significantly raised the price of options. Comments suggest that this pricing does not fully align with the characteristic of Tesla's stock price, which often experiences large fluctuations due to a single piece of news.

Roadster Restarting reservations has gained attention.

The article states that the resumption of reservations for Roadster is one of the important reasons why the market has once again taken notice of this press conference. Tesla had already charged a deposit of $50,000 as early as 2017, but has since postponed deliveries on multiple occasions, which has led to ongoing doubts about the company's ability to fulfill these new vehicle orders.

However, comments suggest that reopening reservations two weeks before the launch event itself sends a certain signal. Based on this, the author concludes that the company at least intends to convey a stronger desire to advance the product to the market, rather than merely staying at the conceptual demonstration stage.

The market is awaiting three short-term catalysts.

The article also mentioned that the launch at the beginning of September failed to impress some analysts, and Wells Fargo pointed out at that time that robot taxi services still faced implementation issues. However, Tesla's stock price has since gradually recovered.

• September 24: Tesla Semi Event
• October 1st: Roadster released
• Subsequently: Release of third-quarter delivery data

Comments also point out that the most common criticisms of Tesla do not entirely stem from product execution, but rather from its valuation level. The comparison given in the article shows that Tesla's expected price-earnings ratio is about 213 times, Uber is about 22 times, and Ford is about 7 times. The article argues that if Tesla were priced as a technology company rather than a traditional automaker, the market would still have higher expectations for its autonomous driving, robotics, and energy businesses.