7月15日，蔚来-SW股价表现强劲，盘中大涨5.10%。该股近期持续走高，近三个交易日累计涨幅已超过20%。蔚来股价的强势表现主要受到其子品牌乐道新车型L90热销的推动。
7月10日，蔚来旗下品牌乐道发布了全新中大型纯电SUV车型L90。该车型整车购买预售价为27.99万元起，电池租用购买预售价为19.39万元起，远低于市场预期。凭借极具竞争力的价格和出色的产品力，L90一经推出便引发市场热烈反响。据悉，多家乐道门店出现排队看车现象，订单增长迅速。
多家机构对乐道L90的市场前景表示看好。交银国际在最新研报中指出，L90在同级别车型中极具竞争力，预计将显著提升蔚来的销量。中金公司维持蔚来港股目标价41港元，认为公司有望在第四季度实现盈利转正。分析师普遍认为，L90的成功将有助于蔚来实现全年销量目标和盈利目标。
蔚来创始人李斌此前表示，公司已为L90的量产做足准备，有信心实现"发布即交付，交付即上量"。随着L90即将于8月1日开始交付，市场对蔚来下半年业绩改善的预期不断升温，推动股价持续上涨。
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