This is the first time I've seen a claim that the balloon has propulsion, and I'm a bit skeptical. Assuming the picture making the rounds is the actual balloon, it would be tough to make a usable propulsion system. That balloon is massive, and it would take a lot of power to counteract even the 15-30 knot winds it would encounter at 60,000 feet. Can't just put a motor/jet/electronic propulsion on the "gondola"....that's WAY off the center of mass, and will mostly try to rotate the balloon. Would have to position the propulsion system on the envelope itself, which would have its own problems. Big solar arrays, could be electric propulsion, but those have limited thrust and you REALLY need some thrust to pull that off.
Yes, it's "lighter than air"...but air still has mass. If you don't believe me, grab a rope hanging from a typical hot air balloon and try to drag it somewhere.
If they *do* have the capability to station-keep, then they DO have something that most intelligence platforms lack: Loiter capability. Low Earth Orbit satellites pass overhead in a quarter-hour, typical airplanes can hang around hostile territory for a little longer, Geo and Molniya-orbit satellites give you great loiter time, but the ranges are on the order of thousands of miles. If your target is near the coast, you can run a racetrack path with aircraft or butter around with a "fishing trawler." But if it's well inland, you're pretty much stuck.
The typical tactics for countering intelligence platforms are Denial and Deception: You either don't DO the thing they want to collect (e.g., don't transmit, don't roll the plane out of the hangar, etc.) or do things to try to trick the collection process...roll ANOTHER airplane out of the hangar, transmit on frequencies you wouldn't use in wartime, etc. Most of this is pretty well negated if you have a platform that can loiter for days. Depending on how accurate your navigation is and how powerful your propulsion, you could even position yourself in many directional-type transmissions.
As Major Andre could tell you, collecting the data is one thing, getting it back to capitalize on it is another. Plenty of options nowadays. The balloon envelope would well be transparent to radio waves, so uplinks to satellites would work. For that matter, it could just have an ordinary cell phone onboard and could be "phoning home" over our own mobile phone networks.
Ron Wanttaja