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Lower surface visibility + faster speed for all ships for intercepting and spotting is far superior.
no contest.
And the hit to heavy attack isn't terrible when you consider they did get speed/visibility buffs (I won't say I like it, but it's tolerable). Not to mention, some like to make AA cruisers that may not be affected much by the heavy attack loss (since its focused on AA). I haven't gone that route with cruisers, but I do need to up my fleet AA. Mixing some of those in isn't a bad idea.
And yeah, the US can easily afford it. First thing they should do is build 85 or so dockyards. The US with its economy problems is wasting lots of time trying to build civ/mil factories early on. But instead you could have built up your dockyards without them harming what little civ production you have the way mil factories would. Then you can build a continuous line of all ships and have plenty to spare for refit, more lines, or whatever. And about that time you should be close to loosing enough of those penalties to focus on your mil factories, meanwhile your navy is at full production.