广发证券：AI推理上下文存储平台利好SSD

Core Insights - The report from GF Securities highlights that the demand for KV Cache storage is significantly driven by ultra-long context and multimodal interactive applications [1] - The need for high bandwidth and large capacity SSDs will continue to grow due to AI workloads, indicating a robust market for AI server local and AI inference SSDs [1] - It is recommended to pay attention to key beneficiaries within the industry chain [1]