百度集团-SW(09888)今日盘中股价出现大幅下挫，跌幅达5.09%，引起市场关注。
消息面上，知名投资机构高瓴旗下专注二级市场投资的平台HHLR Advisors公布了其2025年第四季度持仓报告。报告显示，HHLR在该季度对投资组合进行了显著调整，其中一项关键操作是清仓了百度(BIDU)股票。此举被市场解读为机构对百度未来前景的看淡，直接引发了投资者的担忧和抛售情绪。
根据13F文件，高瓴在四季度大幅增持了阿里巴巴、拼多多等中概电商龙头，并使其成为投资组合的“双核心”，但同时却清仓了百度、网易等标的。这种鲜明的仓位对比，进一步加剧了市场对百度个股的负面看法，导致其股价在交易时段内承受巨大压力。
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