Zhipu AI's shares surged as high as 48 percent on the Hong Kong Stock Exchange on Monday before closing up 33 percent, after a U.S. Commerce Department export control order disabled two of Anthropic's most powerful AI models globally. On Friday, June 12, the Commerce Department sent a letter to Anthropic CEO Dario Amodei at 5:21 p.m. ET ordering the suspension of access to Claude Fable 5 and Mythos 5 by any foreign national, citing national security authorities. Anthropic disabled both models for every customer worldwide, and they remain offline as of Monday with no restoration timeline announced. The Commerce Department acted after receiving a claim from an unidentified competitor that Mythos could be jailbroken. Anthropic disputed the severity, stating the government provided only verbal evidence of a narrow, non-universal jailbreak already available from other deployed models. On the same Saturday, Zhipu announced GLM-5.2, its newest open-source large model, available immediately across all tiers of its GLM Coding Plan. Knowledge Atlas Technology, Zhipu's Hong Kong-listed holding company, closed at HK$1,457, up 32 percent.