What downstream impacts and companies benefit the most from the cumulative 104% tariffs on Chinese imports to the US?

Apple seems to be relocating their factories to India out of China (https://www.newsweek.com/apples-plan-source-more-iphones-india-may-double-blow-china-2056603)

Unclear what clothing companies like Nike and VF Corp will be doing - maybe keeping their plants in Vietnam and hoping the countries renegotiate with the US?

What would tariffs like these do beyond direct stock implications? For example I saw that ThredUp was up, because investors are expecting that new cheap fast fashion clothing from Shein or Alibaba will increase in price and American consumers will try to buy reused clothing more?