Strict aliasing, -ffast-math and SSE

Consider the following program:

#include <iostream>
#include <cmath>
#include <cstring>
#include <xmmintrin.h>

using namespace std;

int main()
{
    // 4 float32s.
    __m128 nans;
    // Set them all to 0xffffffff which should be NaN.
    memset(&nans, 0xff, 4*4);

    // cmpord should return a mask of 0xffffffff for any non-NaNs, and 0x00000000 for NaNs.
    __m128 mask = _mm_cmpord_ps(nans, nans);
    // AND the mask with nans to zero any of the nans. The result should be 0x00000000 for every component.
    __m128 z = _mm_and_ps(mask, nans);

    cout << z[0] << " " << z[1] << " " << z[2] << " " << z[3] << endl;

    return 0;
}

If I compile with Apple Clang 7.0.2 with and without -ffast-math, I get the expected output 0 0 0 0:

$ clang --version
Apple LLVM version 7.0.2 (clang-700.1.81)
Target: x86_64-apple-darwin14.5.0
Thread model: posix

$ clang test.cpp -o test
$ ./test
0 0 0 0 

$ clang test.cpp -ffast-math -o test
$ ./test 
0 0 0 0

However after updating to 8.1.0 (sorry I have no idea which actual version of Clang this corresponds to - Apple no longer publish that information), -ffast-math seems to break this:

$ clang --version
Apple LLVM version 8.1.0 (clang-802.0.42)
Target: x86_64-apple-darwin16.6.0
Thread model: posix
InstalledDir: /Applications/Xcode.app/Contents/Developer/Toolchains/XcodeDefault.xctoolchain/usr/bin

$ clang test.cpp -o test
$ ./test
0 0 0 0 

$ clang test.cpp -ffast-math -o test
$ ./test 
nan nan nan nan

I suspect this is because of strict aliasing rules or something like that. Can anyone explain this behaviour?

Edit: I forgot to mention that if you do nans = { std::nanf(nullptr), ... it works fine.

Also looking on godbolt it seems that the behaviour changed between Clang 3.8.1 and Clang 3.9 - the latter removes the cmpordps instruction. GCC 7.1 seems to leave it in.