瑞银发表研究报告指，蔚来正式发布乐道第二款车型L90，定价26.58万至29.98万元，亮点包括240L超大车厢与430L后备厢空间，全系标配车载冰箱与8吋后排娱乐荧幕，以及管理层强调乐道智能驾驶系统将于2025年全面转为端到端自动驾驶方案。考虑到L90定价具竞争力，该行将2025至27年销量预测分别上调7%、5%及4%，美股目标价由5.2美元微升至5.4美元，维持“中性”评级。
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