Group 1 - U.S. storage companies experienced a significant surge, with SanDisk rising over 20% and Western Digital and Seagate Technology increasing by more than 10% [1] - Analysts suggest that NVIDIA is exploring new technology for direct connection between GPUs and SSDs, which could impact the storage market [1] - GF Securities believes that the demand for SSDs will grow due to AI inference RAG vector databases, which require high throughput and low latency for large-scale vector data and indexing structures [1] Group 2 - Domestic developments include TOS launching Vector Bucket, which utilizes a self-developed Cloud-Native vector indexing library and a multi-tier local caching architecture, significantly lowering the barrier for enterprises to use vector data [1] - The transition of RAG vector database storage media from "memory participation in retrieval" to "full SSD storage architecture" is expected to drive sustained demand for high-bandwidth and large-capacity SSDs [1] - Company updates indicate that Lianyun Technology focuses on data storage control chips specifically for the SSD sector [2] - Haima Data has released the Vastbase G100 V3.0 product, integrating vector database capabilities for AI applications, providing various algorithms for approximate and nearest neighbor searches in large multidimensional data scenarios [2]