Tesla is expected to report a significant increase in third-quarter deliveries, driven by strong demand in China and incentives such as insurance deals and discounts. Analysts, including Dan Ives from Wedbush, predict Tesla's Q3 deliveries will exceed 470,000 units, with some estimates as high as 472,000. This comes as the company prepares for its Robotaxi Day, which is anticipated to mark a new era of growth. Meanwhile, other Chinese EV makers, including NIO, Li Auto, and Xpeng, have also reported record-breaking deliveries for September and Q3. NIO delivered 21,181 vehicles in September and 61,855 in Q3, while Xpeng reported 21,352 deliveries in September and 46,533 for Q3. Leapmotor also achieved a record with 33,767 deliveries in September. NIO's surge is partly attributed to the launch of its new ONVO L60 EV featuring an NVIDIA AI chip.