米莱在内乌肯谈收入与通胀：称“月底不够花”是误读，能源出口成经济底气
10 月 26日，阿根廷总统哈维尔·米莱在内乌肯出席一场与油气行业相关的活动时，就民生感受最强烈的收入问题发表讲话。他反驳了“老百姓撑不到月底”的说法，认为这种讲法夸大了现实，并称如果一个人真的完全没有钱，不可能在没有食物和饮水的情况下撑过十天。这一表态成为当天阿根廷舆论关注的焦点。米莱同时强调，政府对经济规则的改革正在推进，阿根廷进入选举期时“处于和平状态”，没有出现货币挤兑。官方数据与民间调查呈现的另一面是，不少家庭的收入增速仍然落后于通胀，居民越来越依赖借贷维持开支，这正是反对者质疑其“稳定见效”说法的依据。值得注意的是，米莱此行的时间点并非偶然：阿根廷能源出口在今年某个月首次突破 100亿美元，其中内乌肯省的瓦卡穆埃尔塔页岩油气田是最大贡献者。更强的出口收入有助于改善外部收支、缓解外汇储备压力，也为比索提供支撑。对投资者而言，关键问题在于，去通胀的势头能否顶住居民实际购买力下滑带来的政治反弹，尤其是在消费、银行与比索相关的领域。米莱把“月底不够花”说成误读，能否说服选民，还要看接下来几个月工资与物价的实际走势。
Milei Talks Income and Inflation in Neuquen: Says 'Not Making It to the End of the Month' Is a Misreading, with Energy Exports as Economic Backing
On October 26, Argentine President Javier Milei, attending an event related to the oil and gas industry in Neuquen, spoke on the income issue that people feel most strongly about. He rebutted the claim that 'ordinary people can't make it to the end of the month', arguing that such a characterization exaggerates reality, and said that if a person truly had no money at all, it would be impossible to last ten days without food and water. The remark became a focus of Argentine public opinion that day. Milei also stressed that the government's reform of economic rules is advancing, and that Argentina entered the election period 'in a state of peace', with no currency run. The other side presented by official data and private surveys is that many households' income growth still lags behind inflation, and residents increasingly rely on borrowing to maintain spending - precisely the basis on which opponents question his claim that 'stabilization is working'. Notably, the timing of Milei's trip was no coincidence: Argentina's energy exports in one month this year exceeded US$10 billion for the first time, with the Vaca Muerta shale oil and gas field in Neuquen Province the largest contributor. Stronger export income helps improve the external balance, ease foreign exchange reserve pressures and provide support for the peso. For investors, the key question is whether the disinflation momentum can withstand the political backlash from the decline in residents' real purchasing power, especially in areas related to consumption, banking and the peso. Whether Milei's characterization of 'not making it to the end of the month' as a misreading can persuade voters will depend on the actual course of wages and prices in the coming months.
来源：GSM·美国（原文链接）
图片来源：阿根廷内乌肯市景（资料图）。摄影：miroab，CC BY-SA 2.0，取自 Wikimedia Commons。Photo: Neuquén, Argentina (file photo). Credit: miroab, CC BY-SA 2.0, via Wikimedia Commons.
