米莱公开力挺卡普托：否认换人传闻，称备有1250亿美元「覆盖组合」应对选举年金融波动
布宜诺斯艾利斯——阿根廷总统米莱10月12日通过电台采访公开力挺经济部长卡普托，否认将撤换卡普托的传闻为无稽之谈。卡普托本人亦否认有辞职打算。传闻的导火索之一，是经济学家阿尔贝托·阿德斯近日出现在一次内阁会议上而卡普托缺席；阿德斯曾主张更高的汇率水平并批评政府的沟通方式。
米莱在采访中提出，政府备有总额1250亿美元的「覆盖组合」以阻吓选举年的金融挤兑，其构成包括央行购汇、国际货币互换、美元期货头寸、预期贸易顺差与再融资安排，并称近期到期的约250亿美元已获覆盖。多家报道同时指出，这1250亿是不同工具与预期流量的加总，并不等同于央行可立即动用的流动储备。
时机上，卡普托即将启程前往曼谷出席国际货币基金组织年会，推进阿根廷贷款计划的第三次审查及与之挂钩的约9亿美元拨款。此前IMF技术团已于9月21日至29日访问布宜诺斯艾利斯，基金组织称双方将在未来数周继续磋商以达成工作人员层面协议，并肯定阿根廷在恢复宏观稳定方面的进展，同时提醒增长需更广泛地惠及各部门。
执政联盟内部仍有分歧：部分高层人物私下呼吁调整政策以提振疲软行业。米莱的公开表态意在出访谈判前稳住市场与团队，但IMF审查结果与联盟内部的政策协调，将决定这套「覆盖」叙事在2027年选举年里的实际成色。
来源：据Particle News2026年10月12日报道、Latin News同日简报及路透社10月1日关于IMF审查磋商的报道整理。
Milei Publicly Backs Caputo, Dismisses Replacement Rumours and Touts a $125 Billion Buffer Before IMF Talks
BUENOS AIRES - President Javier Milei used a radio interview on October 12 to publicly ratify Economy Minister Luis Caputo, dismissing rumours of his replacement as baseless. Caputo himself denied any intention to resign. The speculation had been fed in part by economist Alberto Ades - who has urged a higher exchange rate and criticised government communication - appearing at a recent cabinet meeting while Caputo was absent.
Milei said the government has a $125 billion coverage package to deter election-year financial runs, made up of central bank purchases, international currency swaps, dollar-futures positions, expected trade inflows and refinancing deals, adding that some $25 billion in near-term maturities are already covered. Reporters noted the $125 billion aggregates different instruments and projected flows and does not equal immediately available liquid reserves.
The timing matters: Caputo is travelling to Bangkok for the IMF annual meetings to advance the third review of Argentina's program and a linked disbursement of about $900 million. An IMF technical mission visited Buenos Aires from September 21 to 29, and the Fund has said talks will continue in the coming weeks toward a staff-level agreement, crediting Argentina with significant progress in restoring macroeconomic stability while urging broader-based growth.
Divisions persist inside the coalition, with several senior figures privately pressing for policy adjustments to revive lagging sectors. Milei's public show of unity aims to steady markets and his team before the negotiations, but the IMF review and coalition decisions will determine how much liquid cover Argentina can actually deploy in the 2027 election year.
Sources: Compiled from Particle News and Latin News reporting of October 12, 2026, and Reuters' October 1 report on the IMF review talks.
图片来源：图：阿根廷经济部长路易斯·卡普托在公开活动上发言。摄影：阿根廷政府（argentina.gob.ar），CC BY 4.0，来源：Wikimedia Commons
