This has no impact on sales to the consumer market for Video, the covered list [1] limits the ban to "the extent it is used for the purpose of public safety, security of government facilities"
Ring, Nest etc are used for personal home and small business not likely covered under that ban, and the people buying Hikvision as an example most likely are not the target consumer of Ring devices. Hikvision is / was popular is commercial segment of professionally installed products, I know of zero professional installers doing commercial deployments of Ring. Companies like Axis however do get a boost as Axis is often many times more expensive than Hikvision