I’m inclined to think that if they were really concerned, the thing would have been taken out by now in some way shape or form. Since it hasn’t been, I’m guessing that instead, the S&I community is figuring out what’s the best way to handle this, including a lot of assessment of what intelligence gains could be made.
The US defense sector has been dealing with the threat of overhead imagery for decades. I don’t think a ballon on a predictable and observable path changes that much. If there’s any way this thing could be brought down softly, they might be able to assess if it has any capabilities that afford intelligence, or if perhaps there’s any hint as to what intelligence targets the adversary may have.
Just my $.02.