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Chinese AI Firm Zhipu Surges 48% After JPMorgan Raises Target to HK$1,400

businessstocksaiai-modelingai-open-modelsai-model-releases 243 posts · 126 accounts

Shares of Zhipu surged as much as 47.6% in Hong Kong on Monday after JPMorgan raised its price target on the Chinese AI firm to HK$1,400 from HK$950, kept an overweight rating and downgraded rival MiniMax.

The move also followed US export controls that led Anthropic to disable its Claude Fable 5 and Claude Mythos 5 models for all users after foreign-national access was restricted. Zhipu said on June 13 that it had opened its flagship GLM-5.2 model to all Coding Plan users and planned to release the model weights under an MIT license.

From the sources (25 posts)

@tradfi

*ANTHROPIC FACES EXPORT CONTROLS BLOCKING FOREIGN ACCESS TO ADVANCED MYTHOS 5, FABLE 5 MODELS *ANTHROPIC FACES POTENTIAL FINANCIAL AND CIVIL PENALTIES FOR FAILURE TO COMPLY WITH NEW MANDATES

@financialjuice

Trump administration blocks overseas access to Anthropic's leading AI - Axios

@financialjuice

Trump administration blocks foreign access to Anthropic’s most powerful AI: Axios

@axios

Scoop: Trump admin blocks foreign access to Anthropic's most powerful AI

@phildstewart

TRUMP ADMIN BLOCKS FOREIGN ACCESS TO ANTHROPIC'S MOST POWERFUL AI - AXIOS

@techmeme

Source: Howard Lutnick told Anthropic that Mythos 5 and Fable 5 would be subject to export controls after a company claimed it was able to jailbreak Mythos (Axios) (Visit Techmeme dot com for the link and full context!)

@polymarket

JUST IN: Trump administration moves to block foreign governments, companies & individuals from accessing Anthropic's Fable & Mythos models.

@mtslive

SITUATION DETECTED: The Trump administration is placing export controls on Anthropic’s Mythos and Fable 5 models, blocking foreign governments, companies, and individuals from access, per Axios.

@deanwball

If this is true, it is just baffling. An administration whose posture is that we *should* export advanced AI chips to China, which also wants to ban… Britain (and every other non-American on Earth)… from using our best models? I have no wor

@andrewcurran_

The Trump administration has placed Anthropic's Mythos 5 and Fable 5 under export controls. Commerce Secretary Howard Lutnick sent a letter to Dario Amodei tonight stating that foreign governments, companies, and individuals will no longer

@andrewcurran_

This allegedly was triggered by a successful jailbreak of Mythos by an unnamed group who reported it to the government. We will hopefully get details soon.

@apples_jimmy

“ and to all foreign persons within the country “ ?? Do ants own staff not get to work on this / not use it personally now lol

@deanwball

If implemented as this reporting suggests, Anthropic’s latest models would be subject to export controls to all *non-Americans,* including non-American nationals based in the US. This means you should expect to have to prove your citizenshi

@tszzl

we are speedrunning creating the Zones of Thought from the Vinge universe. you will only be able to think superhuman thoughts in America

@deredleritt3r

Anthropic gets what it wanted.

@deanwball

I can’t tell if this is lawfare against Anthropic in particular or extreme national-security hawkery. Regardless, it is simply cartoonish.

@andrewcurran_

Apparently the administration asked Anthropic to not release Mythos 5 or Fable 5 at all, and this is a reaction to them doing it anyway.

@deredleritt3r

No third-party assessment necessary here - according to Axios, this was prompted by "another company [that] claimed it was able to jailbreak Mythos, alarming the administration about possible national security risks". "The model needs to r

@axios

RT @m_ccuri: Scoop: Anthropic is now facing export controls for its most advanced models. It will need a license to export to any locatio…

@axios

RT @axiosalex: NEWS: The Trump administration is blocking foreign governments, companies and individuals from accessing Anthropic's most ad…

@zooko

RT @WillManidis: Dario (48 hours ago): “US gov should be able to block model deployment” USG: *export controls models* Dario: “not like t…

@tradfi

*ANTHROPIC TO DISABLE FABLE 5 AND MYTHOS 5 FOR ALL CUSTOMERS FOLLOWING US GOVT EXPORT DIRECTIVE: BLOG

@financialjuice

Anthropic: net impact of order requires immediate shutdown of Fable 5 and Mythos 5 for all clients to guarantee compliance

@anthropicai

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national A

@financialjuice

Anthropic: received directive from U.S. government at 5:21pm, letter lacks specific national security details

Preview built on a synthetic news corpus (16 weeks, Apr–Jul 2026). Impact calls are model reads, not price data.

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